Find the Certified Financial Planner™
Who's right for you.

Laura M. Sundquist, CFP®, CPA

Sage Financial Design, Inc.

548 Hopmeadow St
Simbury, CT 06070
Phone: (860) 658-0443
Fax: (860) 651-3538

Toll-free: (800) 537-7477

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Retirement
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.