Specific Questions

Specific Questions

Have a Specific Question?

DAVID HEIA

Email: dheia@sageadvisorsllc.com
Phone: (206) 516-7991

  • New Client Related
  • Rollovers
  • Taxes

 

BRANDON COLE

Email: brandon@sageadvisorsllc.com
Phone: (206) 516-7995

  • NetXInvestor Setup and Reset
  • eMoney Setup, Reset, and Links
  • Statement Copies
  • DocuSign 
  • Address Changes

MICHAEL HELKE

Email: mhelke@sageadvisorsllc.com
Phone: (206) 516-7994

  • Paperwork
  • Sage-managed 401(k) Plans

 

MICHELLE ANDERSON

Email: manderson@sageadvisorsllc.com
Phone: (206) 516-7992

  • Appointment Scheduling
  • Contributions and Distributions
  • Charitable Gift Processing
  • Bank Links

JORDAN COLE

Email: jcole@sageadvisorsllc.com
Phone: (206) 516-7993

  • Portfolio Strategy
  • Investments

    MICHAELA ANDERSON

    Email: michaela@sageadvisorsllc.com
    Phone: (206) 516-7996

    • eMoney Analyses
    • Client Events

    MICHAEL BELL

    Email: mbell@sageadvisorsllc.com
    Phone: (206) 516-7997

    • Life Insurance
    • Disability Insurance
    • Long-term Care Insurance

         

             

            Office Holiday Closures

            Please note that Sage Advisors closes in observance of the following holidays:

            • New Year's Day
            • Martin Luther King Jr. Day
            • Presidents' Day
            • Good Friday
            • Memorial Day
            • Independence Day
            • Labor Day
            • Thanksgiving Day & the following Friday
            • Christmas Eve (half day)
            • Christmas Day
            • New Year's Eve (half day)

            Advisors may make exceptions and schedule meetings with clients on these days.

             

            Check with your advisor before dropping by the office.

            As we meet with clients out-of-office, we may be "open" where the physical office is closed.

             

            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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