Financial Protection: Using Insurance to Help Manage Life’s Risks

skip navigation

Sage Advice for Wealth Management

Contact Us

125 E Avenida San Juan

San Clemente, CA 92672

Phone: (949) 387-4460

Fax: (949) 387-4461

scott@sage-fi.com

Map and Directions

Home
About Us
Resources
- Articles
- Calculators
- Flipbooks
- Newsletters
- Glossary
- Tax Library
- Videos
Request A Quote
Contact Us

Printed from: www.sagefinancialinnovations.com

About Us

Mission Statement
Our Location
Our Firm
Our People
Tell A Friend

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Videos

A dynamic library of videos.
Flipbooks

These magazine-style flipbooks provide helpful information.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Contact Us

125 E Avenida San Juan

San Clemente, CA 92672

Phone: (949) 387-4460

Fax: (949) 387-4461

scott@sage-fi.com

Map and Directions

Securities and advisory services are offered through Registered Representatives of Lincoln Financial Securities, member SIPC. Securities offered to residents of AZ, CA, IA, IL, MN, MO, NV & OR. Advisory services offered to residents of CA. Sage Financial Innovations and Lincoln Financial Securities are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

Insurance may be offered through LFS Marketing & insurance Sales Corporation or other fine companies.

CA Insurance License #0803235

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

LFS-3133921-061920

Site Map

Check the background of this investment professional