Top 3 reasons to work with us
1
You Hate Taxes
2
We can preserve your wealth for your family and causes you care about
You Have No Time
We can help organize your estate working with your professional advisors
3
You Want To Make a Difference
We can show you how to convert taxes into charitable donations
"Where you put your money is just as important as how much you save"
What is
Sage & Main
More than half of your income is consumed by taxes. Adding insult to injury, you pay tax again on the money you invest. Welcome to the Tax Grind. Let us show you how to save those taxes and preserve more wealth for your family.
We are estate planners and insurance specialists. Most of our clients are referred to us by their accountants, lawyers, and financial advisors.
Case Studies
How We Have Helped Our Clients
Retired couple, 72 and 68, own a holding company worth $20 million
The couple no longer gives up half of the annual business investment income to the tax department
Protect Your
Discover the benefits of whole life insurance with us. Our case study showcases how we've helped our clients secure their future. Whether you're looking for financial security or legacy planning, our team is here to guide you every step of the way.