At Sage Consulting, we pride ourselves on a non biased approach to designing long-lasting and proactive financial solutions for high net worth individuals, corporations and small businesses. Our partners and their clients benefit from the array of carriers we work with, and the consultative expertise we employ when it comes estate planning and life insurance.

CPA Planning
: Sage Consulting provides access to proprietary resources and industry tools that are the best in the industry. We partner with CPAs, Attorneys, Banks, and Property & Casualty Insurance companies to provide non-biased analysis that will build revenue and enhance client relationships.

Physicians Groups
: Our principals and managing doctors offer a specialized and extensive consultative approach to providing financial solutions that add clear monetary value, reduced risk, and added security specific to Physicians and their practices.


With access to every insurance carrier in the country, we produce winning policies that reflect our creative and comprehensive analysis and non-biased approach.

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