Mark Sherwin recently was able to present to the Centre Club at his very own Lunch and Learn. Sage Capital Advisors believes that integration is the key to Preserve, Protect and Pass on your Hard-Earned Wealth. To have an effective strategy we must contend with the Modern-Day Strategic Dilemmas of tax and investment losses. Mark stresses the “1 thing”, that everyone should keep in mind when it comes to preserving, protecting and passing on your Hard-Earned Wealth is “Don’t lose money.”
Through the hi proprietary “Lifestyle and Legacy Protection Process” he combines tactical tools that work together in a strategic manner to mitigate and eliminate the dangers that the Modern-Day Strategic Dilemmas of tax and investment loss entail.
Mark formed Sage Capital Advisors in 2001 and has held the Series 7, 24, 65 and 214 licenses. He has also designed, submitted and been approved to teach continuing education courses on these advanced topics to attorneys and Certified Public Accountants practicing in Florida.
“The Lifestyle & Legacy Protection Process is required to move away from “Old School” mass-marketed advice and focusses on what must be done to combat the Modern-Day Strategic Dilemmas of tax and investment loss. Through our proprietary process, we create strength through coherence of policy and action. “– CEO, Mark Sherwin
To learn more about Sage Capital Advisors and how to build financial strength follow the link to their homepage and get connected with Mark today: https://sagecapitaladvisors.com
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This post was written by Elevate, Inc.