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Sage Capone - Sage Financial Investments
Sage Capone - Sage Financial Investments: klare, persönliche Finanzberatung in Honolulu.
5(5 Bewertungen)
Business
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Sage Capone - Sage Financial Investments: klare, persönliche Finanzberatung in Honolulu.
Sage Capone - Sage Financial Investments bietet in Honolulu eine durchdachte Finanzplanung und Anlageberatung am Standort 4747 Kilauea Ave #214. Kunden beschreiben Sage als sachkundig, engagiert und zugewandt, und betonen klare Erklärungen, maßgeschneiderte Optionen und eine schnelle, zuverlässige Umsetzung. Zu den hervorgehobenen Leistungen gehören Ruhestandsplanung, IRA-Beiträge, Steuerberatung und Nachlassplanung, mit einem geduldigen Ansatz, der Kunden Zuversicht gibt und sie unterstützt.
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Individuelle Strategien, um frühzeitig oder sicher in den Ruhestand zu gehen, einschließlich IRA-Beiträgen und Kostenverwaltung.
Professionelle Anlagberatung, um Ihr Vermögen zu vermehrern und finanzielle Ziele mit wettbewerbsfähigen Lösungen zu erreichen.
Fachkundige Steuerplanung und -beratung, um Ihre finanzielle Situation zu optimieren und Steuerverpflichtungen zu minimieren.
Umfassende Nachlasspläne und Trusts, um die Zukunft Ihrer Familie zu sichern, einschließlich einer Schritt-für-Schritt-Erläuterung des Ablaufs.
Personalisierte Überprüfungen und Empfehlungen für Ihre Konten, mit verständlichen Erklärungen und flexiblen Optionen.
Review for financial planner I cannot express how pleased I have been since my daughter found Sage & Co. to assist us with our finances. Sage is very knowledgeable, very dedicated, & quite detailed oriented. He is constantly looking out for our best interest & will present information without any pressure. He is quite responsive & his follow through is timely & excellent. Sage is extremely considerate & personable. He has gone out of his way to accommodate us since my husband was injured & unable to leave our home. I would recommend Sage & his Co. to anyone who is looking for a great financial planner.
We hired Sage to put together a plan for us to have an early retirement, and he killed it. He guided us on investments, IRA contributions, tax advice, and expenses. Thanks to his plan and guidance we will be retiring in December 2025, at the age of 52, and 53. If you're looking to hire a financial advisor that has the skills and experience to help you hit your goals, go with Sage. And he's a super nice guy too!
Very happy have found Sage financial. This is my first time using a financial advisor and he took the time to carefully explain everything to me, and provide me many options so that I feel comfortable. Very patient, kind, personable and knowledgeable - all that you want when looking into trusting an advisor. Excited to see the growth now that we'll be working together!
Sage helped me find the best ways to supplement my financial goals and offered competitive solutions that continue to fit my needs. Also he is always willing to share his knowledge and expertise and fully answer any questions I have, regardless of how minor my questions might be. I do appreciate that. And having peace of mind regarding these types of things is always nice, and Sage helped ease my concerns. Thank you always!
Sage is a very knowledgeable and professional financial advisor. As someone who has always managed their own finances I wanted to consult with a professional for guidance and validation of my investment goals and strategies. Sage thoroughly reviewed my accounts and situation before meeting to review his thoughtful recommendations. I greatly appreciate his patience in explaining unfamiliar finance topics and flexibility in considering how to use my preferred brokerages and services in addition to those he recommends. Last year, Steven and Sage also helped my wife and I create our first estate plan and trust. They patiently walked us through this very unfamiliar process. I am very happy that we found Sage and Steve for estate and financial planning and highly recommend their services.
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