Sage Financial Design, Inc., established in April 1986, is a Connecticut corporation located at 548 Hopmeadow Street, Simsbury, Connecticut 06070. The firm is an Investment Advisor registered with the State of Connecticut. We furnish “investment supervisory services,” providing continuing advice on the basis of the client's needs, to individuals, trusts, estates and corporations. As such, Sage Financial Design, Inc. will offer financial planning services, encompassing individual asset structure analysis, retirement and estate planning, children’s education planning, disability protection, insurance and tax planning, as well as advice regarding interest in various partnerships and other investment vehicles, all based on the specific needs of each client. The Form ADV as originally filed with the Securities and Exchange Commission is available upon request.
|