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It begins with a conversation.

 

At Sager Financial Group, we believe there is tremendous value in cultivating a relationship with a wealth management team dedicated to knowing you. We take pride in learning your kids’ names; how hard you've worked to get where you are; how you define success in life and how you view investing.

Understanding your life's priorities is an important part of how we work with you. It's not just about the markets and returns – we want to know what matters most, and the financial goals you aim to achieve.

Once we understand your goals and priorities, we create an actionable strategy with personalized advice and measurable goals, uniquely tailored to you.

 


Our Client Commitments

 

Transparency & Performance Reporting

We understand the importance of transparency and education when making changes to your finances.

As part of our New Client Onboarding Process, you can expect to receive a detailed illustration and portfolio proposal(s) prior to investment. After your portfolio has been put into place, you will receive regular portfolio updates and in-depth performance reporting at your preferred frequency. Our team will also schedule a minimum of four (quarterly) client meetings with Kathy, to ensure she remains abreast of your goals and circumstances.

 

Detailed Portfolio Proposal & Illustrations

We demonstrate how our recommendations will affect your wealth with detailed illustrations and historical performance returns. You will be provided with a profile for each holding.

Regular Portfolio Updates & Client Calls

We recognize each client may wish to receive updates at their own preferred frequency, but we believe in erring on the side of over-communication. You can expect a minimum of four client meetings and portfolio reviews with Kathy annually, to walk through your financial plan, personal rates of return and answer any questions you may have.

 

Communication & Accessibility

Your wealth is important and we are always available to answer any questions – large or small. All members of our team are fully licensed and available to trade, so feel free to give us a call. Most importantly, we pride ourselves on providing exceptional client service.

We go above and beyond for our clients and they truly become family.