Be Retirement Ready and Build a Financial Plan
When Can I Retire?
Does My Plan align with My Risk Profile and is it Stress-Tested?
Will My Family Be Okay?
Guiding you through important decisions, before and after retirement. Creating a financial roadmap to meet your short-term and long-term goals.
We find the optimal strategy to create your retirement income, so you can minimize taxes and keep more of your money in your pocket.
Sage wants to get to know you on a personal level and learn about your needs, wants, and your personal & professional goals.
We’re committed and passionate about helping investors like you succeed, using strategy diversification that gives you the options of multiple strategies, each with a proven track record.
Learn More Now
Are you interested in knowing if your current investments match your risk tolerance?
Is your portfolio risky or conservative? Is it aligned with your goals?
A second opinion financial analysis can tell you exactly where you are currently with your investments.
We’ll give you an honest opinion with a no pressure and no obligation consultation. Learn More Now
Top 5 Questions About Our Financial Planning Services
How are you different from other Financial Advisor Services in Hawaii?
Sage is a Fiduciary, a title that qualifies him as an investment advisor representative, but more importantly, requires him to act in your best interests when he makes recommendations of securities.
Lack of transparency and conflicts of interest plague the world of investment advice.
Choosing to work with an investment advisor representative (or financial advisor) who will act as your fiduciary eliminates the common problems associated with salespeople who are product focused and commissioned-based, instead of benefiting their clients.
Our focus is on your financial growth and future security.
How do you make money?
As a Fiduciary, we tell you exactly how much we are getting paid. A fee is more transparent than hidden commissions and expenses.
Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission.
Are you licensed?
Sage Capone is a Hawaii Financial Advisor (Investment Advisor Representative) Series 65 Licensed.
Sage is also a licensed health, life, property and accident insurance agent in the State of Hawaii.
Do you have any affiliation with any insurance companies?
Sage Financial Investments advisors are paid a commission when a client purchases an insurance product such as a life insurance, long term care insurance, health insurance, or annuities.
The commissions vary from product to product and are disclosed in writing prior to purchase. Each policy may have its own fees disclosed in writing prior to purchase.
Why should I work with Sage Financial Investments?
Our goal is to help you succeed through strategy diversification, limiting large losses and growing your account in a competitive manner.
We have investment flexibility, since we’re not tied to any one firm or insurance product, using a selection of innovative, actively managed investment strategies, each with its own built-in risk management methodology.
We believe it gives you, the investor, the dual benefits of both performance and protection.
Learn How Your Financial Future Can Begin Today
Contact us now and schedule a complimentary consultation to get your questions answered. There’s no obligation at all.