Financial Confidence

Comprehensive Service. Objective Advice. Proactive Management.

Comprehensive Service

Client-first philosophy committed to individualized planning, direct and frequent communication with no corporate maze to navigate.

Objective Advice

Financial planning and investment management utilizing state of the art tools and proven strategies without proprietary products or sales quotas.

Proactive Management

Goals-driven, tax-efficient, investment recommendations tailored to your risk profile and financial targets.

Sage Financial Group Interior

Welcome to Sage Financial Group

Our Mission

Our mission is to provide our clients with financial confidence – through deliberate planning, proactive guidance, and valuable communication - all with service that exceeds expectations.

Our Guiding Principles

  • Client-first service
  • Independent advice
  • Goals-driven planning
  • Proven investment management
  • Golden rule philosophy

“You’re busy doing what you do best. So are we — helping you achieve financial confidence.

How We Help You

We answer the questions you want answered: Where are you? How do you get where you want to be? How do you stay on track?
  • Now
  • Then
  • How
  • Track

Question Where exactly are you financially?

Action Build an accurate picture of your financial world. See your financial landscape more clearly and comprehensively than ever before.

Question What do you want your future to look like?

Action Identify and quantify your goals, concerns, risk appetites and milestones.

Question What should you do?

Action Build a plan. Take steps toward your goals. Start making progress.

Question How am I doing?

Action Monitor progress and make necessary adjustments as your life and the world change.

Financial Management Tools

We utilize state of the art tools that enable you to follow your plan, measure your risk, monitor your accounts and track your progress.
SageView Wealth Management

SAGE ViewWealth management software for real-time updates to your comprehenive financial plan.

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Riskalyse

RiskalyzeQuantitative measurement of your risk tolerance to align your investment strategies.

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LPL AccountView

Account ViewOnline access to your LPL accounts and statements to stay current on your balances.

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SEI

SEIOnline access to your SEI managed portfolio, strategies and statements.

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Sage Services

We help you build financial confidence with comprehensive services.

Financial Planning

Planning can increase your financial flexibility and odds of success. Whether examining a specific need (ex. college savings, retirement) or building a comprehensive plan, we have the tools and experience to help you strive effectively for your goals.

Retirement Planning

Retirement is an emotional, as well as financial, transition. Planning can smooth the process by eliminating unknowns and pinpointing concerns. We help you determine if you are adequately prepared, and craft a plan to get yourself ready.

Investment Management

Aligning what you want with what you need from your investments is key to achieving long-term results. We help you get on the right plan and stay on track.

Tax Management Strategies

Whether planning your post-retirement income streams or diversifying low-basis investments, we can help you minimize tax liabilities whenever possible.

Navigating Life Events

Many life events can have complex financial ramifications. We can provide guidance and advice to help you navigate challenging circumstances.

Legacy Planning

We can help you plan, implement and maximize your gifts to loved ones or charities.

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Sage Financial Group Team

We work hard every day to help you achieve financial confidence.
Kevin Reperowitz

Kevin Reperowitz, CFP™

Principal Advisor, Owner

Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities registrations 7, 24, 55, 63 through LPL Financial, 65 though Independent Financial Parterns and an Ohio Life and Health insurance license. He worked in compliance, on a trading floor and managed proprietary portfolios before founding Sage Financial Group in 2005.

“In a world where change is the norm, I want to be the reliable, consistent advocate our clients can count on. They know we’re here for them.“

Julie Broadwell

Julie Broadwell

Family Wealth Consultant

Julie helps client families plan big and think long term. Drawing on years of wealth management experience, she works closely with families to address immediate, long term and multigenerational goals.

Tina Robinson

Tina Robinson

Relationship Manager

Tina is our clients’ best friend. She is a primary point of contact - capturing details, keeping everyone informed and ensuring service designed to exceed expectations.

Lynn Torbeck

Lynn Torbeck

Client Service Manager

Lynn is the smile on the face of our office. She assists clients with all types of service issues and manages our busy office schedule.

Barry Wanninger

Barry Wanninger

SAGE View Operations Specialist

Barry is our SAGE View guru. He helps our clients get the most from our online tools and services.

Trisha Reperowitz

Trisha Reperowitz

Operations Manager

Trisha gets things done. Whether it’s a technical, communication or event-planning issue, she ensures the rest of the team can keep their focus on meeting our clients' needs.

Ginger Reperowitz

Ginger

Office Mascot

Cute and fluffy, you'll often see Ginger in the office following Trisha around. She's takes a little while to get to know you but then you have a friend for life.

About IF PartnersIndependent Financial Partners (“IFP”) is a SEC Registered Investment Adviser (RIA) located in Tampa, Florida. Operating on LPL’s hybrid RIA platform, IFP is a multi-custodial RIA focused on delivering personalized, concierge-level service to our 500 advisors nationwide who specialize in wealth management and retirement plan consulting.

About LPL FinancialLPL Financial is one of the leading financial services companies and and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

FINRA BrokerCheckCheck the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Call us today at 513-598-SAGE or Email us at info@sageplanner.com

We look forward to meeting you and helping build your financial confidence.

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