WHO WE ARE

We are a Soldier, a Farmer, a Stay-at-home-Mom, and a Doctor. We believe our unique perspectives allow us to put a human face on finance. Together we protect assets & defend against risk,  nurture the growth of investments, care for our clients on a personal level, and holistically diagnose financial portfolios. However, we also represent a larger network of legal, financial, and tax experts who serve individuals and businesses.

WHAT WE DO

Is smaller smarter?  Berkshire Hathway is a 329 billion dollar company, with only 25 people, including Buffet himself.  At Sage Financial we have adopted this leaner competitive model.  We are a team of 4 financial professionals that act as a living bridge between our clients and a larger network of financial, tax, and legal experts. We do this for our clients all over the globe, right here from Kansas.

WHERE WE WORK

Did you know Superman grew up in Smallville, Kansas?  Smallville is fiction, but Shawnee isn’t. Coincidence? You be the judge.  Like Superman, our beliefs provide context for our Global Reach. Our superpower? The strategic use of leading technologies to provide global communication in real-time, while maintaining our Midwestern heritage.

QUESTIONS ABOUT FINANCES, TAXES, OR RETIREMENT? ASK OUR EXPERTS.

“We uphold our fiduciary responsibility to plan with your best interest in mind, and we will stand as your defense against the hazards of a complex financial environment.”
ELLIOT OMANSON • SENIOR ADVISER & CEO

COMMITMENT

We are looking to build relationships that last.  Our commitment is generational.  It extends even past your “end of life” into the transition of wealth to those you leave behind.

COMMUNITY

A network is how you describe a group of computers.  We are building a community of people.

 

COMPETENCE

To us, this means staying up-to-date on legal, political, economic, and technological changes and innovations.

LET’S WORK TOGETHER

We work as a single united team with market leading firms around the world and give our clients the highest quality advice possible.

Whitepapers 1

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Whitepapers 2

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