Business Details
21 Years
experience
Your Trusted Partner for Financial Advisory Services in Cincinnati
At Sage Financial Group, we are committed to empowering clients with financial confidence through deliberate planning and proactive guidance. Founded in 2005, our firm prioritizes a client-first philosophy, ensuring personalized financial strategies tailored to individual goals. Our team of seasoned professionals employs state-of-the-art tools and proven methodologies to deliver tax-efficient, goals-driven investment management. With a focus on independence and transparency, we avoid proprietary products and sales quotas, offering objective advice designed to exceed expectations.Our services span comprehensive financial and retirement planning, tax management, legacy planning, and life event navigation. Supported by our affiliation with Cambridge Investment Research, we combine technical expertise with a dedication to building lasting client relationships. Our mission is to simplify complex financial landscapes, enabling clients to achieve long-term stability and success.
Services
Financial Planning
Retirement Planning
Investment Management
Tax Management Strategies
Legacy Planning
Life Event Guidance
Details
- Year established: 2005
Highlights and features
- We provide individualized financial planning with direct communication.
- Our team uses state-of-the-art tools for tax-efficient strategies.
- We offer proactive management tailored to your risk profile.
- Our team includes CFP professionals with decades of experience.
- We focus on client-first service without corporate bureaucracy.
Associations and certifications
- Registered Investment Adviser
- FINRA/SIPC
- CERTIFIED FINANCIAL PLANNER
What people say
Highly personalized service
Proactive financial guidance
Expertise in retirement planning
Transparent communication
Tax-efficient strategies
Services
Financial Planning
Our financial planning service helps clients define their financial goals and create actionable strategies to achieve them. We analyze income, expenses, assets, and liabilities to build comprehensive roadmaps tailored to individual needs. By prioritizing tax efficiency and risk management, we aim to maximize long-term financial stability.
Retirement Planning
We specialize in retirement planning to ensure clients navigate this transition smoothly. Our approach includes evaluating current savings, projecting future needs, and addressing tax implications. By customizing plans to align with lifestyle goals, we help clients build confidence in their post-retirement financial security.
Investment Management
Our investment management service aligns clients' financial objectives with personalized portfolio strategies. Using risk-tolerant frameworks and market insights, we construct diversified portfolios. Regular reviews and adjustments ensure investments remain aligned with evolving goals and market conditions.
Tax Management Strategies
We develop tax-efficient strategies to minimize liabilities and optimize financial outcomes. This includes analyzing investment structures, retirement distributions, and estate transfers. Our goal is to enhance after-tax returns while maintaining compliance with regulatory standards.
Legacy Planning
Legacy planning ensures clients' financial and personal wishes are honored. We assist in structuring charitable gifts, inheritances, and legal documentation. By integrating tax considerations and family goals, we create frameworks for seamless wealth transfer.
People
Kevin Reperowitz
Principal, Owner
A CERTIFIED FINANCIAL PLANNER professional, Kevin founded Sage Financial Group in 2005 after 20+ years in financial compliance and portfolio management. He holds securities registrations 7, 24, 55, 63, 65 and prioritizes client-centric advocacy.
Tina Robinson
Client Relationship Manager
Tina serves as the primary client liaison, ensuring seamless communication and service delivery. With 15+ years in client relations, she specializes in maintaining transparency and exceeding client expectations through personalized support.
Lynn Torbeck
Operations Associate
Lynn manages office operations and client service issues, bringing over 10 years of administrative expertise. Her organizational skills ensure efficient workflow and prompt client assistance across all administrative functions.
Sarah Gorman
Client Relationship Associate
Sarah supports client interactions and administrative tasks, combining 8 years of client service experience with a focus on professionalism. Her proactive approach ensures smooth daily operations and client satisfaction.
Barry Wanninger
Wealth Plan Administrative Specialist
Barry specializes in optimizing client use of digital tools like SAGEView and SEI Connect. With technical expertise spanning 12 years, he ensures clients fully leverage online platforms for real-time financial tracking and management.
Questions
What sets Sage Financial Group apart from other advisors?
Our client-first philosophy avoids proprietary products and sales quotas, focusing solely on personalized, tax-efficient strategies tailored to your unique goals.
How do you ensure investment plans stay on track?
We conduct regular portfolio reviews and adjust strategies based on market changes and evolving client objectives, ensuring alignment with long-term goals.
Do you specialize in retirement planning?
Yes, we provide detailed retirement strategies addressing tax implications, income planning, and risk management to ensure financial security post-retirement.
What services are included in legacy planning?
Our legacy planning covers estate transfers, charitable giving, and legal documentation to ensure your financial wishes are executed seamlessly.
How can clients access their financial data?
Clients use SAGEView and SEI Connect platforms for real-time access to portfolios, financial plans, and performance tracking tools.
Are tax-efficient strategies part of your services?
Yes, we integrate tax optimization into investment management and retirement planning to minimize liabilities and maximize after-tax returns.
Reviews (1)
RonAnna Bisher
Jun 19, 2018
Report
Thank you to Kevin and his team for keeping us prepared for the future. When we started with Kevin years ago, we knew we had a target number that we wanted to save for retirement. With his guidance and wisdom, we are headed in the right direction. His professionalism is top notch! Thanks Kevin and his staff!
