Who Are We?

  • Who Are We?
  • How we’re different
  • Getting Started

Are we our home, our car, are we our stuff? No, we’re crazy driven, hard-working Americans. Millions of people left everything to start over here. Why? So they could believe in anything or nothing and keep the fruits of their labors.

So why do you work? You get up at 6 AM, fight traffic, work 10 hours, come home, hug the kids, and then do it all again the next day –why? Because you’re changing your world…and you need a plan.

No, you need a Sage.

Most financial planners are taught to illustrate a flat rate of return every year! Even if that were possible, you’d have to put every dollar at risk for 10, 20 or even 30 years. So, most people try to follow the planners advise and put money into a fund every month thinking that they’re taking care of the future. Unfortunately the reality is much different. In fact, most people are unable to stick to a financial plan for very long due to 2 major obstacles. Find out what they are in the video.

Traditional Financial Planning is dead. The chances are that if you’ve been ‘saving’ for retirement, or trying to pay your debt off faster, you’re probably doing it wrong. And there’s plenty of information to back that up. In fact, 63% of people that work from the age of 25 to 65 will end up being completely dependent on Social Security, friends, relatives or charity. Only 5% will have adequate capital stowed away for retirement.* That’s a big problem, and it’s getting bigger.

So how do you make sure this doesn’t happen to you? First, stop listening to the status quo. Second, watch the video and then go fill out our online form and it will tell you approximately what our system could do for you. Or call us today and we can give you a more accurate answers and tell you more about how it works.

* U.S. Census Bureau via Statisticbrain.com