The interconnected nature of financial decisions requires comprehensive planning and communication between all your advisors. Sage Pacific Alliance has brought the various facets of financial planning to Maui, all together under one roof. From tax planning to stock brokerage services, from insurance and protection solutions to estate planning, Sage Pacific Alliance has a team of seasoned professionals working together for your benefit. The results is Maui's first and only one-stop financial services center.
According to Wealth Strategy Partner Jay Armstrong, “The idea was simple... put the client's interests first. The difficulty was building the right team of professionals.”
Sage Pacific Alliance helps individuals and businesses put together the pieces of their financial puzzle. The Sage Pacific Alliance team is independent of influence and bias of financial institutions, and treats each person with the care and respect they need and deserve. Each case is as unique as the individual, so the planning is customized for each situation.
According to Barbara Querry, CPA, “A tax issue may be created through the purchase of a financial product, but with proper planning the tax liability could have been completely avoided.”
Chartered Financial Analyst Don Mehling, said “Being independent means we can work with many different financial companies, rather than just one. This allows me to find the best possible solution, rather than the solution any one company has to offer. In this way, I can really put my client’s interests first.”
Sage Pacific Alliance has access to many companies, but they work for you.
I believe a team approach simply works better for our clients,” said Estate Planning Attorney Roya Deyhim,”
This group has been an idea in formation for many years, and now the time has arrived. “The right people, the right place, the right solution,” said Armstrong.
Sage Pacific Alliance invites the public to an open house on Thursday, Feb. 17, from 4 to 7 p.m., in the South Shore Plaza building located at 411 Huku Li‘i Place, Suite 201, in North Kihei just off Pi‘ilani Highway. Call (808) 856-8138, or visit www.sagepacificalliance.com for more information.