Today’s special guest on our On Deck series features Scott Sage, Founder and President of Sage Financial Innovations. Kathy Dawson, CSP, CEO of Dawson & Dawson, Inc. spoke with Scott about what makes Sage Financial Innovations unique in their approach to providing a sound financial future for their clients. Scott and his team of professionals believe in connecting with their clients to build a trust based relationship in order to provide the best blueprint to meet their financial planning goals. They help create customized programs to ensure they are able to leave a lasting legacy for their families. Bottom line, people matter to Scott! If you have a need to get your finances in order, don’t hesitate to reach out to Sage Financial. Phone: (949) 387-4460 Email: Scott@sage-fi.com Website: https://lnkd.in/dWmtMQ6 #financialplanning #professionalservice #businessowners #advisors #insuranceproducts #estateplanning #jobs #recruiting If you are looking to hire employees for your business, contact us for a FREE consultation. We are here for you! The “Dawson Difference”…Making the world a better place one job at a time.
If you fail to plan, you are planning to fail! Kathy Dawson, CSP, talks to Ramon Lamelas, an estate planning and probate attorney with Velasco Law Group with the importance of proper planning and what happens when you don’t. Ramon is fluent in Spanish and meets with clients in Long Beach, Downey and Irvine. His focus is on educating his clients so they can protect themselves and their families. To learn more, connect with Ramon on LinkedIn or send him an email! Website: https://lnkd.in/gd-S6aZ Email: firstname.lastname@example.org Phone: 562-432-5541 LinkedIn: https://lnkd.in/gjSHAet If you are looking to hire employees for your business, contact us for a FREE consultation. We are here for you! The “Dawson Difference”… Making the world a better place one job at a time. https://lnkd.in/eu8Skq4 877-807-WORK (9675) – CustomerService@DawsonDawsonInc.com #estateplanning #trustattorney #probate #recruiting #hiring