Honolulu, HI Financial Advisors | Sage Financial Investments
Serving Hawaii Since 1996
Smart Financial Planning & Investment Management are essential for Hawaii residents like you due to the high costs of living we have here.
It’s especially important for your retirement, when you won’t have that steady job income any more.
Our years of expertise and experience works to both grow and protect your money, with services ranging from Investment Management to Retirement Planning to Insurance options, like Disability and Long Term Care Insurance to Annuities.
How do we serve local Investors better?:
- Sage is a Fiduciary, meaning he is bound not just ethically, but legally to put your best interests ahead of his or the firm’s at all times.
- Fee-Based Financial Advisor services, so you know exactly what you are paying from the start. There are some Insurance products we handle that do use a commission basis, but you will be told up front if and when that occurs.
- Investment Options. We’re not tied or limited to choosing from just one financial firm’s products, whether that’s a Mutual Fund, an Annuity or any one Stock. Your financial needs and goals drive your portfolio, not our firm’s in-house products or their bottom line.
- Proven record serving Hawaii locals like you. With years of results and testimonials from past clients, we stand by and behind our work to create financial growth and stability for you.
You can get an overview of our Financial Planner Services, find out more about our Retirement Planning strategies or Contact Us for a complimentary consultation to find out what the options are for your financial future.
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.