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Sage Financial Systems has spent years refining our client process to ensure that we are giving them personalized guidance and care. During our comprehensive process, each client goes through a set of three initial meetings to determine their values and goals, to begin to take action toward achieving those goals.
Once the comprehensive plan has been established, we meet three times a year to learn more about their personal lives, review the progress of their plan, and make any necessary updates as their goals and values change. These meetings help maintain the accountability between us and our clients, so they can have the confidence that their financial house is in order.
Securities offered through LPL Financial, Member FINRA & SIPC. Sage Financial Systems is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
