Sage Planning is an independent financial planning firm based in Northbrook, IL, with over 30 years of experience providing tailored financial and retirement planning services to clients across the United States. Specializing in Special Needs Families, Women in Business, and Retirement Plans, Sage Planning is committed to placing clients' financial needs first, offering extensive resources and expertise to meet individual goals and objectives.
With designations as a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and Certified Wealth Strategist (CWS), Vivian J. Villers leads the team at Sage Planning, ensuring a personalized approach and comprehensive financial solutions. As an independent firm, Sage Planning offers a concierge-based approach, listening to clients' needs and providing tailored options and advice to help them achieve financial success.
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