One of the hardest things to learn as an investor is to be comfortable with discomfort. The logic flies in the face of most everything we are taught as well as our fundamental instincts for self-preservation. But to be successful as an investor, you have to accept the fact that you will feel uncomfortable. The | Read More +
98%
Sage Financial
Client Retention
2017–2022
Client Retention
2017–2022
98%
Sage Financial
Team Retention
2017–2022
Team Retention
2017–2022
Sage never pays a fee for any ranking or recognition.
Our client retention rate is calculated annually and based on a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.