Our Focus on Service

Our Focus on Service

“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”

– Douglas Adams

 

Sage-5807.jpgPut very simply, our main goal at Sage is to provide service in a way such that you feel taken care of. We are fully aware that we are not dealing with only your finances; your finances are directly related to your hard work and are intertwined with the hopes and dreams you have for yourself and your family. Additionally, you set aside your time to meet with us. You've placed an important aspect of your life in our hands and in return we want you to feel that you've entrusted your financial life to the right people.

To meet this goal, we work as a team. How great would it be to know you’re getting sound advice and instruction complete with a tailored step-by-step plan? How much simpler would it be to pursue your goals? At Sage, we are a team of people who will work hard to make that a reality. We know the value we each bring to the table, and together we comprise your team, ready to help you on the path toward those goals.

We'd love the opportunity to introduce ourselves to you, so please call us at (206) 516-7991 to schedule an initial, obligation-free meeting.

Securities and advisory services offered, in states where licensed, exclusively by Russell D. Cole, CLU, ChFC, Jordan Cole, CFP®, Katherine Benjamin, CFP®, CLTC and Michaela Anderson, CFP® through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

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