Our Story
At Sage Financial Group, we believe that financial confidence comes from deliberate planning, proactive guidance, and valuable communication. Our mission is to provide our clients with the tools and expertise they need to achieve their financial goals. We do this by utilizing state-of-the-art tools and proven strategies, without proprietary products or sales quotas. Our team of experienced advisors is committed to providing objective advice and personalized service to help you achieve financial confidence.
Our Services
We offer a range of comprehensive services designed to help you achieve your financial goals. Our services include:
Financial Planning
We help you build financial flexibility and increase your odds of success by examining your specific needs and goals. Whether you're looking to save for college, retirement, or a specific financial milestone, we have the tools and expertise to help you create a personalized plan.
Retirement Planning
We help you navigate the emotional and financial aspects of retirement planning. Our experienced advisors use proven strategies to help you determine if you're adequately prepared and create a plan to get you ready for the next phase of your life.
Investment Management
We help you align your investments with your goals and risk tolerance. Our team of experts uses state-of-the-art tools and proven strategies to help you achieve long-term results.
Tax Management
We help you minimize tax liabilities and maximize your income stream. Our team uses proven strategies to help you diversify low-basis investments and plan your post-retirement income streams.
Life Event Planning
We understand that life is full of unexpected events, which can have complex financial implications. Our team is here to provide guidance and advice to help you navigate challenging circumstances.
Legacy Planning
We help you plan, implement, and maximize your gifts to loved ones or charities. Our experienced advisors can help you create a legacy plan that ensures your wishes are carried out.
Meet Our Team
Our team of experienced advisors is dedicated to helping you achieve financial confidence. Our team members include:
- Kevin Reperowitz, CFP, Principal Advisor and Owner
- Tina Robinson, Relationship Manager
- Lynn Torbeck, Client Service Manager
- Sarah Gorman, Operations Associate
- Barry Wanninger, SAGE View Operations Specialist
- Trisha Reperowttiz, Operations Manager
About Independent Financial Partners
Independent Financial Partners (IFP) is a SEC-Registered Investment Adviser (RIA) located in Tampa, Florida. IFP is a multi-custodial RIA focused on delivering personalized, concierge-level service to our advisors nationwide who specialize in wealth management and retirement plan consulting.
Booking Experience
Overall, the reviewers had a positive experience with Kevin's financial consulting services. The staff was described as "amazing", suggesting a high level of professionalism and competence.
Staff
The staff was praised for their excellent work, with one reviewer stating that they are the "best financial consultant" they have worked with. This suggests that the staff is knowledgeable, reliable, and provides excellent support.
