Our Network

The professionals
behind the plan.

A financial plan is only as strong as the team executing it. We work alongside trusted professionals in tax, insurance, legal, and retirement administration to deliver a complete, coordinated strategy.

Our Partners

We don’t work in silos. Neither do our partners.

When your financial advisor, your CPA, and your attorney are all working from the same plan, the outcome is dramatically better. We coordinate actively with the professionals in our clients’ lives — and make formal introductions when the right relationship doesn’t exist yet.

VC
Victor Chiodini
CHIODINI SERVICES
LPL Financial Representative • Insurance • Medicare
LPL Financial Representative & Insurance Specialist

Chiodini Services

Victor Chiodini operates Chiodini Services as a separate entity and serves as our primary insurance and LPL Financial representative. Victor handles life insurance, disability insurance, Medicare planning, and insurance-based products that complement the financial plans we build for clients.

When our clients need insurance solutions — whether it’s key person coverage, a buy-sell agreement funded by life insurance, or disability protection for a self-employed tradesperson — Victor is our first call. He brings deep knowledge of the insurance landscape and a straightforward approach that aligns with how we work.

Life Insurance
Disability Insurance
Medicare Planning
LPL Financial Services
Key Person Coverage
LPL
FINANCIAL
Broker-Dealer • RIA • Member FINRA/SIPC
Broker-Dealer & RIA Custodian

LPL Financial

DeMull Financial offers securities and advisory services through LPL Financial, one of the nation’s largest independent broker-dealers. LPL provides the regulatory infrastructure, technology, and custodial services that allow independent advisors like Sage DeMull to operate as a fiduciary without being tied to a single product family or proprietary fund list.

Your investment accounts held through LPL are covered by SIPC insurance up to $500,000 per account, and LPL maintains additional coverage through Lloyd’s of London. You can verify Sage’s registration and background at any time through FINRA BrokerCheck.

Verify on BrokerCheck →
Tools & Technology

The platforms we use to serve clients.

We’ve selected best-in-class tools for financial planning, client communication, and scheduling — keeping everything simple and transparent for clients.

RightCapital
Financial planning software. Your plan lives here — goals, projections, cash flow, retirement modeling.
LPL AccountView
Your investment account portal. View positions, performance, statements, and tax documents.
OnceHub
Scheduling. Book a call, a review meeting, or a one-time consultation directly on Sage’s calendar.
PCS Retirement
Third-party retirement plan administration for business 401(k) and plan sponsor clients.

A team built around your financial life.

Start with a free conversation and we’ll show you how all the pieces work together.

Schedule a Free Call → About Sage
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