About Us

Trust Matters. Especially when it's your money.

Have you ever wondered who your financial advisor really works for? As a independent financial advisor, I work strictly for you. I work hard to build a relationship of trust by providing thoughtful, professional guidance and placing your interest first.

Invest with a knowledgeable financial advisor who’s on your side; someone who truly cares whether your investments are right for you.

The Countdown to your financial future begins today.

Call 321-AHA-PLAN (242-7526) today for more information or to schedule a free consultation.

At Sage Financial Management, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Alan Frisher, ChFC^®, CLU^®

LPL Financial Advisor

(321) AHA-PLAN

(321) 242-3285

alan.frisher@lpl.com

Alan is an Investment Professional with expertise in Wealth Management, Retirement Planning, and the financial complexities surrounding Marital Divorce. His comprehensive strategies for total asset management have helped clients, young...

Trust Matters. Especially when it's your money.

Alan Frisher, ChFC®, CLU®

Alan Frisher, ChFC^®, CLU^®