Financial Advisor Sean Savage is an independent investment advisor providing wealth advisory services to individuals and retirement/benefit plan services to corporations. Objective advice Client centered Results driven Fee based service $500,000 minimum please Education 1988 St. John s Jesuit High School in Toledo, Ohio 1992 Miami University in Oxford, Ohio Bachelor of Science in Business Personal Sean and Carolyn were married May 29, 1993 Six children, Andrew, Ryan, Mary Kate, Isabella, Reagan, and Nicholas Member of the St. John s Jesuit Advancement Committee West Side Montessori Board Member Active St. Joe s Sylvania Youth soccer and basketball coach Avid runner Enjoys spending time with family Sean Savage and his wife Carolyn are coauthors of the book Inconceivable published through Harper Collins in February 2011. Registrations: Securities Registered in AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, LA, MI, MO, NC, NY, OH, OR, PA, SC, TN, TX, VA, WV Registration Series 7 Designations: AIF (Accredited Investment Fiduciary) ChFC (Chartered Financial Consultant) CLU (Chartered Life Underwriter) Contact: office: 419.725.7272 sean.savage@savageandassociates.com savageandassociates.com Savage & Associates, Inc. 4427 Talmadge Rd., Toledo, OH 43623 Securities and advisory services offered through Royal Alliance Associates, member FINRA/SIPC. Insurance and other services offered through Savage and Associates, which is not affiliated with Royal Alliance.
The foundation of a long-term relationship between a client and an advisor is trust. Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance offered through both Savage and Associates, Inc. and S.E.S. Financial & Benefits Consulting LLC. Both entities are unaffiliated with Royal Alliance Associates, Inc. 4427 Talmadge Road Toledo, OH 43623 419.475.8665 SSavage@savageandassociates.com
Sean Savage ChFC, AIF is an independent investment advisor providing wealth advisory services to individuals and retirement/benefit plan services to corporations. Objective Advice The research done to develop and modify our clients portfolios is independent and objective. Client Centered Our commitment to you is THE priority. Results Driven Our focus is on long-term performance. The performance results are shared with you in each review meeting and on each client statement. Fee-Based Service This fee-based advisory service delivery system is consistent with a client-centered approach with transparent and competitive fees. $500,000 minimum investment please. Past performance cannot guarantee future results. Investing involves risk including the potential loss of principal. Current performance may be lower or higher. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please note that individual situations can vary. I am blessed to have my career also be my hobby. The books I read at night are usually investment books about some of the great investors in history, including Benjamin Graham and Warren Buffett.
The Sean E. Savage Professional Wealth Management Process TM Step 1 In-Person Initial Meeting (no charge) I first listen to you in order to learn more about your financial picture, goals and objectives. You will learn about how I engage with my clients. Step 2 Portfolio and Financial Analysis I spend time analyzing your financial picture and begin formulating key planning items to discuss. Morningstar Associates software is used to analyze your current holdings, asset allocation, and fee structure. Step 3 Aggregate Information Gathering An intuitive, multiple-step process utilizing a risk assessment questionnaire is completed with you in order to generate appropriate recommendations. Step 4 Implementation We establish an Advisor-Managed Portfolio based on our meetings, analyses and information gathered. Planning priorities are established and followed up on at future review meetings. Step 5 You and I reach an understanding on how many personal financial meetings will be conducted each year. You have 24-hour-a-day worldwide access to your portfolio online, as well as personal support from the service team in my office. 2015 S.E.S. Financial & Benefits Consulting LLC, Sean E. Savage Member. All Rights Reserved.
ChFC, AIF A fiduciary is in a special position of trust in managing assets for others. Is your financial advisor an AIF? Our vision is to improve the lives of all we serve. Serving the community is a core principle at Savage & Associates. I view it as a privilege and responsibility to serve others with my time, talent and resources for the greater good.