Sage Financial Design, Inc. / Financial Advisor in Simsbury, Connecticut

Laura Sundquist, CFP, CPA
Sage Financial Design is a financial planning and investment advisory firm that provides fee-only services. This firm serves individuals, trusts, estates and corporations.Services offered include assistance with college funding, trust services, retirement planning, financial planning, investment management, estate and tax planning and preparation, personal injury settlement analysis, succession planning, business consulting and philanthropic planning and planned giving.Most clients are on an annual retainer, but the firm also offers consultations on an hourly basis.

Specialties