Headquartered in Reno, Nevada, Sage Financial Advisors partners with individuals and business owners in our community and beyond. We're committed to guiding you forward in your life as you gain greater confidence and control of your financial future. In doing so, we help you focus on the people you love, the things you love to do, and overall, the parts of your life that are most important to you.
We believe in collaboration within our team and with your circle of professionals. By combining our areas of expertise, all moving parts of your financial life can be in sync towards your goals. Through our total planning approach, you'll be guided through a clarifying 3-step process to thoughtfully define what you want out of life and craft a plan to get you there.
We believe in collaboration within our team and with your circle of professionals. By combining our areas of expertise, all moving parts of your financial life can be in sync towards your goals. Through our total planning approach, you'll be guided through a clarifying 3-step process to thoughtfully define what you want out of life and craft a plan to get you there.
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Brian believes in living life on purpose, rather than "just showing up." As a junior at the University of California, Berkeley in the late 1970s, Brian's professional goals changed. For many years, Brian wanted to become a doctor. While his desire to "cure" people remained, he shifted his studies so he could bring financial wellness.
At Sage Financial Advisors, our approach helps you have a clear understanding of your finances as they relate to your retirement and the goals you want to reach. We'll work as your trusted partner to implement your strategies and to spearhead collaboration with your CPA, estate attorney and your other professionals.
At the end of the day, our clients are looking for the peace of mind that comes from knowing they've understood their options and have established an actionable plan for their money. We offer the personal partnership necessary to help you find that sense of ease. Through our process together, you'll be able to gain perspective, see a clear path to enduring financial health, and focus more on your life.
Come retirement, we believe you should be able to devote the time and energy into what drives you and brings you joy. But in order to do so, minimizing your stressors is the first step. For many people, financial uncertainty represents a major mental roadblock. In crafting a financial picture that can support you for the rest of your life, we help you find the peace of mind that supports more purposeful, confident and present living.
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Laura Briscoe
Oct 02, 2021
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