Do You Know Someone Who Needs Our Help?
By Diana Blair
Life, even in normal times, is full of change. Then we have a year like the one we just walked through and it’s hard to remember pre-pandemic life. After months of our lives being turned upside down by COVID-19, change and uncertainty have become the norm. Some states and counties are still pretty locked down, while others have reopened. Some schools are open to in-person instruction, while others are providing distance learning. Guidelines (and headlines) are changing every day, and to say this is a stressful and confusing time is an understatement!
That’s why it’s important to concentrate on what you can control, like your financial plan. At Sage Capital Advisors, we help you stay focused on the long term while also adjusting and adapting when life throws curveballs. That means if you have questions, concerns, or need help processing the market roller coaster we’re on, you can always count on us.
Do your friends and family have this kind of support system?
Support in Hard Times
Social distancing and remote work measures have resulted in many of us spending much more time at home with our families. At the same time, we’ve been separated from our extended families and social support systems. This has all served to remind us of the importance of friendship and community and forced us to learn how to be there for each other in new ways. We know that you are not just concerned about yourself, but also your loved ones.
There is a lot of fear in our world right now, and fear can make people do unwise things with their money. Our goal is to see you and those you care about weather this storm with confidence and come out the other side ready to move forward and work toward your goals.
If you have friends or family members who need financial guidance during this stressful time, we’d love to be there for them like we are for you, analyzing and evaluating their financial picture and sharing solutions to help them stay on track to reach their goals despite market turmoil and economic uncertainty.
We Are Here for Your Friends and Family
Do you have a friend or family member who needs financial guidance? Our mission at Sage Capital Advisors is to help others achieve their goals through careful financial planning. We are lucky to have clients that feel so strongly about the service they receive that they refer their friends and family to us. We are here to help others in need of unbiased advice and direction.
If you or your loved ones have any questions or concerns about finances, goals, asset allocation, risk, what the markets are doing, or anything that’s causing financial stress, we are available virtually or in person, if needed. Contact us anytime at (844) 279-7243 or by email at email@example.com, and be sure to let your friends and family members know we offer a no-cost introductory Q&A meeting!
Diana Blair is president and co-founder of Sage Capital Advisors, LLC, an independent, fee-only boutique wealth management firm based in San Diego, California. Diana is passionate about educating and empowering her clients so they can make financial decisions they are proud of. She is known for her commitment to working with vulnerable and traditionally underserved clients so they are not taken advantage of or fall prey to avoidable financial mistakes. Diana has over 25 years of experience in the financial industry and specializes in serving affluent individuals, business owners, institutions, and charitable organizations. To learn more about Diana, connect with her on LinkedIn.