Who We Serve
Financial guidance shaped around who you are and what matters most.
At Craft & Sage Wealth, we work with individuals, families, and professionals whose financial lives are meaningful, layered, and evolving. While every client relationship is unique, we have particular depth in helping several groups navigate complexity with greater clarity, coordination, and confidence.
Real Estate Investors
Connecting property wealth with the rest of your financial life through more coordinated planning.
Often Navigating:
- 1031 exchanges & DSTs
- Rental income & cash flow planning
- Property sales & tax planning
- Concentration risk & diversification
- Legacy planning for real estate assets
Women & Wealth
Helping women navigate important financial decisions with thoughtful guidance tailored to their goals, priorities, and season of life.
Often Navigating:
- Divorce & separation
- Widowhood
- Inheritance & sudden wealth
- Retirement & long-term independence
- Other major life transitions
Business Owners
Making coordinated decisions where business success and personal wealth are closely connected.
Often Navigating:
- Business succession & exit planning
- Owner comp & cash flow
- Business risk & personal protection
- Tax planning & liquidity protection
- Balancing business wealth & personal wealth
High Earning Professionals
Bringing more structure to wealth-building, tax planning, and long-term decision-making.
Often Navigating:
- Bonuses & variable comp
- Equity & deferred comp
- Tax planning & cash flow strategy
- Retirement savings & wealth building
- Career growth & lifestyle decisions
Retirees
Bringing clarity to the income, tax, legacy, and lifestyle decisions that shape this next chapter in your life.
Often Navigating:
- Retirement income & withdrawal planning
- Social Security & pension decisions
- RMDs & tax-efficient distributions
- Healthcare & long-term care planning
- Estate planning & charitable giving
Pre-Retirees
Preparing you for the transition into retirement with greater clarity, timing, and confidence.
Often Navigating:
- Retirement readiness & timing
- Pension & Social Security decisions
- Catch-up savings & tax planning
- Healthcare planning before Medicare
- Shifting from accumulation to income
Veterans & First Responders
Helping you navigate financial decisions with practical guidance shaped by service, responsibility, and long-term planning.
Often Navigating:
- Pension & benefit decisions
- Retirement transition planning
- Disability & protection planning
- Family security & legacy planning
- Service-related financial complexity
Veterinarians
Making smarter financial decisions around career growth, ownership opportunities, and long-term wealth planning.
Often Navigating:
- Student loans & cash flow planning
- Practice ownership & buy-in decisions
- Practice transition & exit planning
- Tax planning & retirement savings
- Career demands & personal financial goals
What These Groups Have In Common
Different stories. Similar complexity.
While the people we serve may look different on paper, many of them come to us for similar reasons.
They all want:
- more coordination across important financial decisions
- guidance that looks beyond a portfolio
- a clearer plan for life transitions and next steps
- a trusted partner who understands complexity
- advice that feels thoughtful, personal, and practical
Many of our clients have outgrown piecemeal advice. They are ready for a strategy that connects the full picture.
Ready to get started towards a more clear and confident financial future?
Reviews From Clients
These testimonials were provided by current clients of our firm. We did not provide any compensation in exchange for these testimonials. Because the individuals are current clients, their experience and opinions may be influenced by their ongoing relationship with our firm. Clients’ experiences may not be representative of all clients, and results are not guaranteed.
Connect With Craft & Sage
2500 Summit Street, Suite 103
Kansas City, MO 64108
Office: 816-436-9939
Fax: 816-436-7735
