Sage Wealth Management

Paladin

Paladin provides a uniquely powerful solution for responsible parents of children with special needs. The Guardian Assistance Program, an educational process developed by Paladin, is a resource offering and robust estate-planning package. This program empowers a family to define their unique needs, requirements and vision for their heirs and parents and then determine the appropriate solutions, leverage the active guidance of Paladin’s support team, and utilize a deep set of professional resources.

M Financial

As a firm member with M Financial Group, Sage enjoys considerable access, prestige and flexibility for our clients. M Financial has more than 125 Member Firms in 36 states and Canada, and more than 600 producers who rank as some of the most successful and influential. For Sage clients, M Financial provides reinsurance, proprietary products, a full service Broker/Dealer and a powerful wealth management platform.