We strive to make sure our clients are aware of issues that can change the landscape for their financial decisions. Legislative changes, tax law, and financial products are constantly evolving. We have developed a variety of Advice sheets and worksheets for you and your family to use to prompt discussions and stay up to date.

News
Frank Antalek moderated the Sage Hill Independent Community Bankers of America Family Bank Institute for 53 bank owners in Minneapolis. The two day program educated the families on key issues regarding their family legacy planning and their business leadership succession plans.

Frank Antalek and Philip Toffel participate in the Business Enterprise Institute. The Institute focuses on strategies for business owners who are considering a sale of their business. For more information, please contact us.

Newsletters
Sage Solutions
February 2010 - Liability Risk - pdf download
February 2010 - Exit Planning - pdf download
February 2010 - Indecision: The Wrong Decision - pdf dowload
January 2010 - pdf dowload
December 2009 - pdf download
October 2009 - pdf download

Resources
Creating an Adivsory Board
pdf download

Using the Silver Lining to Create the Perfect Storm (Good News about Bad Markets)
by Philip J. Toffel - CEO Sage Hill Advisory and Management LLC and
Robert Mairs, Esq. - Principal, Gray Plant Mooty
download

Executive Decisions by Richard Dunn and Phil Toffel
pdf download

Sage Hill Wise Advice Sheets
10 Biggest Mistakes People Make Regarding Their Wealth
pdf download

Family Financial Philosophy
pdf download

Planning for the Once Mighty Estate
Sage Hill Advisory & Management is featured in an article by The Albany Business Review
pdf download