"Accessibility and results! I’ve never had a problem making contact to get answers to a question or to accomplish a task relating to our portfolio. I’m always treated respectfully…like a member of the family. I wouldn’t place my finances with anyone else because we’re extremely pleased with the relationship we enjoy with the team at Craft and Sage. I continue to send friends and family (to C&S) when they express a need for financial guidance."

Tim M.
Centeron, AR

CLIENTS SINCE 2005

"Personal one-on-one “in person” meeting, with options and expertise advice; to achieve safe financial growth. In addition, retirement suggestions that inform me of tax advantages, Long Term Care options; as well as IRA/RMD management. In addition, tremendous support and knowledge in aligning physical assets and final estate planning - such as death of a spouse Excellent performance record or unexpected legal battle. I've been a grateful client for 5+ years."

Kathy H.
Spring Hill, KS

CLIENTS SINCE 2021

"I work exclusively with one of your reps and she is excellent!! Have dealt with other financial advisor organizations and am very pleased with the quick response to answers of my questions from this group."

Michael I.
N. Newton, KS

CLIENTS SINCE 2022

"Your ability to answer our questions in a manner that we can understand and willingness to go deeper if necessary. Listening to our wants and needs relative to a financial plan and providing feedback into how that plan can be achieved. Also the ability to reach out to you as needed with questions or concerns and your usually quick responses."

Tom & Sheila G.
Kansas City, MO

CLIENTS SINCE 2012

"The team is always responsive to my needs and helping me understand my financial situation. This has all been new to me since my husband passed. I don't know where I would have been if Megan had not helped me. All of you are welcoming and encouraging."

Carrie M.
Parkville, MO

CLIENTS SINCE 2024