Welcome to Sage Financial Investments

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Top 5 Questions People Ask Us

Sage is a Fiduciary that mandates him as an investment advisor representative to act in the best interest of the client in making 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 helps to eliminate the common problems associated with salespeople who are product focused and commissioned-based.

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.

Sage Capone is an Investment Advisor Representative with a Series 65 Licensed. Sage is also a licensed health, life, property and accident insurance agent in the State of Hawaii.

Sage Financial Investments, LLC 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.

Sage Financial Investments’ goal is to help clients succeed with strategy diversification. Limit large losses and grow client accounts in a competitive manner. We have investment flexibility with an approach that utilizes a selection of innovative, actively managed investment strategies, each with its own built-in risk management methodology. We believe it gives investors the opportunity to experience both performance and protection.

Financial Planning

Asset Management is an ongoing process to help you make effective decisions about your money that can help you achieve your own personal and business goals. We implement an investment strategy with a risk-managed approach with your individual goals in mind.

Tax Planning

Sage Financial Investments is a premiere member of the United Cloud Partners Services Network. We are proud to operate in an exclusive, private, and secure, IRS Circular 230 compliant communications infrastructure to submit all state and federal tax preparation work documents. Your tax and financial data are secure with our firm.

Insurance Planning

Whether you require disability income, critical illness, permanent coverage or long-term care insurance. Planning with the right products for everyone’s needs and wants can prevent you from burdening your loved ones as your reach the golden years.

Estate Planning

Our skilled plan attorneys will develop and implement a plan that will protect your family’s assets and preserve wealth for your beneficiaries. A comprehensive estate plan will give you the peace of mind that your estate is distributed and managed with your special intentions.

Retirement (IRAs)

Implementing a retirement plan can help you replace employment income upon retirement. The earlier you begin planning, the more you can compound and save towards financial freedom. Don’t wait, start the conversation today to plan for your future. 

Business 401K & 403B Plans

A 401K is retirement savings plan that is sponsored by an employer. It allows workers to save and invest part of their paycheck before taxes are withdrawn. Let us conduct a free analysis to see if an alternative lower-cost fund will better suit your company and employees.