SAGE PLANNING

Sage Planning is an independent financial planning firm. Let's start a conversation to match up our extensive resources and experience with your individual needs... Securities offered through Sigma Financial Corporation, Member FINRA and SIPC. Sage Planning is independent of Sigma Financial Corporation... I am credentialed as a CERTIFIED FINANCIAL PLANNER™ practitioner, an ACCREDITED INVESTMENT FIDUCIARY® and a CERTIFIED WEALTH STRATEGIST®, with over 30 years in practice. I began my career with a large insurance and securities firm. After 7 years, I founded my own firm, Sage Planning, and joined Sigma Financial, an independent broker-dealer. This change allowed me to "drive my own bus" and create individualized solutions for my clients.

Primary location: Northbrook United States