Freedom & peace from unnecessary taxes is possible.
Sage can help.
We help ultra and high-net-worth families preserve their wealth through tax-efficient strategies designed to work alongside your existing advisory team — not around it.
We understand the tax code.
We use revolutionary, powerful proven methods to protect, preserve and greatly enhance wealth on a tax free basis.
Paying confiscatory ordinary income & huge capital gains taxes does NOT need to be part of your financial legacy. In fact, paying less taxes increases financial security & lowers risk. Sage will collaborate with all members of your existing advisory team to implement safe & proven strategies that stand the test of time.
The Problem Facing Our Clients:
The Brutal Effect of Taxes on Qualified Plans
The Cost of Inaction:
Pre-tax retirement assets may face income taxes on every distribution, estate taxes on what remains, and the ongoing drag of required minimum distributions. The cumulative impact can be substantial:
Fact: Taxes are the biggest impediment to maintaining personal financial security and intergenerational family wealth.
Fact: Typically, highly compensated individuals have accumulated a great deal of retirement assets in these various plans. These assets are a goldmine! (For the IRS…)
Fact: These assets are vulnerable to severe tax erosion: up to 40% estate taxes, 37% federal income tax, and state income taxes from 0-13.3%.
We leverage our proprietary and proven strategies to work collaboratively with expert legal, tax and accounting teams to understand the unique challenges and opportunities their clients face. We source our deep subject-matter expertise to offer value-driven, unbiased advice. We design custom tax and estate planning structures that save your clients millions, while mitigating and managing risk at every turn.
Browse Sage Services
Our purpose is to create lasting value and tremendous wealth for generations to come. Sage clients have the opportunity to work with some of the top CPA’s, tax law firms, estate planning law firms and most sophisticated insurance experts in the country – many of whom are not taking on new clients except through a referral from Sage.
The Legacy-IRA Plan©
Non-Qualified Life Insurance
Specialty Risk & Enterprise Insurance
Private Placement Life Insurance
Your Team at SAGE
At Sage Consulting and Wealth Preservation, we value experience and integrity above all else.
Our experts reflect those values, with wisdom built over decades and a fierce commitment to providing our clients and their advisors with the highest level of service. When we work at your side, bringing unique intellectual capital and a competitive drive for excellence, we are an expert extension of your team.
Schedule an introductory consultation today to find out how we can help preserve, protect and enhance you or your clients’ wealth.