For Attorneys, Financial Planners and Other Support Professionals
As your clients get older, you’re probably finding they become increasingly interested in comprehensive professional services that address the issues of aging. Those issues are wide ranging and complex—and often involve medical care and other health concerns.
Sage Solutions can serve as a valuable resource to support your client’s needs.
Sage Solutions provides human asset management services to compliment estate and retirement plans. We evaluate the elder’s whole situation—living environment, caregivers, and the strengths and challenges of the elder, both their mental and physical assets.
Our goal is to improve well-being and quality of life for elders
At Sage, we are keenly aware that when we partner with estate and trust attorneys, financial planners, fiduciaries, and/or paralegals, together we become an effective management team that supports aging clients in solving the increasingly complex issues they face.