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DISCLOSURES

Sage Financial Design, Inc. is an Investment Advisory firm registered with the State of Connecticut. All information contained herein is for informational purposes only for residents of the United States and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states where Sage Financial Design, Inc. is registered or where an exemption from registration is available. Representatives of the firm may only conduct business in a state if the firm and its representatives are approved to do business in the state or are exempted from the state's registration requirements.

Use Of This Web Site
This web site is intended for personal use only. No one may use information from this web site for any other reason without express written permission from Sage Financial Design, Inc. The “Sage Strategic Link” including the concept, the description and the graphic is a trademark/service mark belonging to Sage Financial Design, Inc. and may not be used by others for any purpose.

Links To Other Websites
Sage Financial Design, Inc. makes no representations whatsoever about any other website which you may access through this one. When you access a non- Sage Financial Design, Inc. website, please understand that it is independent and we have no control over the content on that website.

Site Operation
Sage Financial Design, Inc. operates this site from its offices within the United States of America. Sage Financial Design, Inc. does not represent that the information in this site is appropriate or available for use in other locations, and access from certain locations may be strictly prohibited. Those who access this site do so on their own initiative and are responsible for compliance with all applicable local laws.

Privacy Policy
Our clients’ privacy is important to us; therefore, we have adopted a Privacy Policy to demonstrate our commitment to the protection of their privacy.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by them or as required by law.

We restrict access to nonpublic personal information about our clients to those employees who need to know such information to provide products or services. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard our clients’ nonpublic personal information.

For a complete copy of our Privacy Policy, please contact Sage Financial Design, Inc. directly.


Sage Logo - Sage Financial Design 548 Hopmeadow Street Simsbury, CT 06070 Outside CT 1-800-537-7477 Main 860-658-0443 Fax 860-651-3538