For Attorneys, Financial Planners and Other Professionals

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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 issues.

That’s where we can become a valuable member of your team.

Sage Solutions provides human asset management services to compliment estate and retirement plans, including ways to help your clients improve their well-being as they age.

At Sage, we are keenly aware that when we partner with Estate & 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.

 
This has been such a big transition for our client and it sounds like she is doing very well. Only with your support and hard work is this possible. I’m especially glad to hear that she more social and expressive – that would tend to indicate that she is happier than she was and it is very reassuring. I’m very grateful for all that you have done!
— Mary Catherine Doherty, Law Office of Mary Catherine Doherty, Santa Rosa, CA www.mcdohertylaw.com

I can see how Sage Solutions supports a doctor. You are obviously clear headed and on goal for every geriatric physician in America.
— Ronald Bruce MD, Kaiser Permanente, Rohnert Park CA

We just had our hearing today and your analysis was very insightful and completely on point. I will definitely keep you in mind for the next case, of which I am sure there will be one! It was really great getting to know you and now seeing your work I truly appreciate it.
— Bridget Mackay, Law Office of Bridget MacKay, Petaluma, CA www.bridgetmackaylaw.com

Serving elderly clients is a wonderful challenge, each individual brings a unique set of circumstances that requires the crafting of a set of services specifically designed to meet their needs. It has been my great delight to share responsibility for the care of a wonderful client with Pat Sanborn. It has been both instructive and somewhat validating to observe her approach to assist this recently widowed client deal with her new realities of life and loss.
Pat has effectively established a trusting relationship with our client and with me.
— Don R. Hughes, CLPF, Hughes Fiduciary Service, Cloverdale CA www.hughesfiduciaryservices.com