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  • Sage Financial Strategies
    9200 W Cross Dr Ste 221 Littleton, CO 80123-2225 T: 720.504.0820 F: 303.952.4556
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  • Colorado Springs Location
    540 N Cascade Avenue Suite 101 Colorado Springs, CO 80903
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Succession planning at all stages
It turns out that no matter what stage of business you are at, it’s never too early to think about succession planning.
Business Ownership
How financial models have evolved to help meet client needs
In an ever-changing landscape, which technologies do advisors leverage to create client-focused financial plans?
Technology & Innovation
Read
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An asset class comparison
3/11/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Cycles are long term
3/4/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Employment report holds the key to where growth is heading
3/1/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Sophisticated wealth management

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Sage Financial Strategies logo.Sage Financial Strategies logo.
  • Sage Financial Strategies 9200 W Cross Dr Ste 221 Littleton, CO 80123-2225
  • T 720.504.0820
  • F 303.952.4556
  • Map & Directions
  • Map & Directions
  • Colorado Springs Location 540 N Cascade Avenue Suite 101 Colorado Springs, CO 80903
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Sage Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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