SageBroadview Financial Planning, LLC Information

Here’s what we like to tell our clients: “What’s most interesting about you is that you don’t fit a mold. And you don’t want to. At SageBroadview, we get that about you. In fact, we love it. Trouble is, doing “different” takes extra time and energy. You’re plenty busy living your life. You know your financial affairs are a critical catalyst, but who’s got time to fine-tune the engine when you’re already running at top speed?” That’s where SageBroadview comes in. As far as we’re concerned, “good enough” shouldn’t be good enough for OUR CLIENTS. That’s why we’re excited about optimizing their personal finances. Helping interesting (busy) people create a peaceful and prosperous life – that’s our “different.” Our professional stats: SageBroadview is an independent, Fee-Only Registered Investment Advisory firm, with offices in Farmington, CT; Morristown, NJ; and Burlington, MA. We specialize in providing busy professionals, business owners and their families with financial life planning, tax management, and money management services. We help clients build strong financial plans and personal investment portfolios, while seeking to preserve hard-won equity within their thriving professional practices. We also help corporate executives make the best use of their company stock options and similar compensation packages according to their individual goals. Our firm philosophy: LEARNING and EDUCATING, with an emphasis on applying academic evidence to sensible, real-life investing; CARING for our clients in a fiduciary relationship; and SIMPLIFYING busy professionals’ financial affairs.