Over 30 years ago, after selling a rental house, I had some money to invest but had no clue how or where. I asked my accountant to recommend a financial planner. He was reluctant to do so at first but then said he had a client that always seemed to get it right regarding money matters. He gave me the number of Kathy Sager. Ironically, soon after that referral, a colleague recommended a different financial planner. I decided to split my money between the two and see who performed better. Kathy won that standoff so I switched everything to her and have been with her ever since.
When you go for surgery you don't care much about the doctor having good bed side manner but you do want good results. The same is true with your investments. However, the bonus with Kathy Sager's company is that Kathy and her staff are not only competent and make your money work for you but they are also nice people, friendly and very helpful. I always enjoy working with them. Of course economies and markets will fluctuate but if you stick with Kathy and your personalized plan, you will do well. I take pleasure in recommending Kathy Sager and her staff to you.
