SAGE FINANCIAL INC.

Owners

Goods & Services

Estate planning; Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services

Tax advisory services; Tax and taxation planning, advice, information and consultancy services