At Sage Consulting and Wealth Preservation, our commitment to our partners is simple: We promise to do everything we can to alleviate unnecessary taxes and, in the process, protect, preserve and enhance your clients’ wealth.
Our core services include:
Risk Management
We understand which risks generate high rewards and which risks are uncompensated and should be avoided. We provide comprehensive analyses to ensure the integrity and sustainability of our solutions. With everchanging laws and client circumstances, we perform routine audits to ensure our plans stand the test of time.
Estate Planning
After a lifetime of accruing wealth, the affluent and ultra-affluent face a complicated question: What will they leave for the generations to come? We work with our partners to answer that question, designing strategies that preserve client wealth and ensure they can leave a lasting impact in the areas most meaningful to them (not with the IRS).
Tax Planning
Taxes don’t have to be inevitable. After an in-depth financial analysis, our team of experts will develop the right plan to ensure individuals and companies are spared the burden of undue tax, leaving their future entirely in their hands.
Legacy Planning
The affluent and ultra-affluent often aspire to leave a philanthropic legacy and continue their commitment to the organizations they have supported generously throughout their lives. Our team can work with these individuals to design financial plans and tax solutions that achieve these goals in the most efficient way possible.
Tax Reduction
Effective tax reduction strategies require creativity and innovation. We work with our clients to lower their taxable income and reduce their tax liabilities so they retain more of their hard-earned wealth.
Tax Conversion
Tax conversion is the process of eliminating the double taxation of IRA and qualified plan assets and converting them to a 5X – 10X benefit to children and grandchildren free of income and estate taxes. We have spent four decades understanding the nuances of these financial vehicles to navigate these conversions, limit the associated tax implications and preserve the most wealth.
Wealth Transfer
When it comes time to secure the financial future of the next generation, our team of experts develops & implements innovative financial planning strategies to ensure the transfer of wealth with little to no money owed to the IRS. These strategies leverage a combination of tools and practices, including estate freezes, split-interest charitable trusts, life insurance and the execution of wills/intergenerational trusts.
Physician & Physician Practice Solutions
The wealth protection needs of physicians and their practices are unique and complex. With higher incomes and the associated tax implications, it's important to provide creative solutions and sound guidance. Sage Consulting and Wealth Preservation offers income tax reduction strategies, proprietary insurance products, specialized qualified retirement plans, and unique life and disability products that cater to the specific needs of doctors.