Sage Financial Management LLC - Melbourne William Hennessey: Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds.
Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets.
Most importantly he can be trusted with your money.
