Sage Consulting
Margaret S. Arndt
Holistic Financial Consultant
www.sageconsultingresource.com
marndt@sageconsultingresource.com
617-244-1966
Holistic Financial Consulting for Personal and Planetary Well-Being 


"Money is a current, 
a carrier, a conduit 
for our intentions. 
Money carries 
the imprimatur 
of our soul.”

– Lynne Twist, The Soul of Money


“Through the wonderful 
tool of money 
we can speak who we are and touch the world.”

– Lynne Twist, The Soul of Money
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Contact Sage Consulting

Sage Consulting
Margaret S. Arndt
Holistic Financial Consultant
99 Crescent Street
Newton, MA  02466
www.sageconsultingresource.com
​marndt@sageconsultingresource.com
617-244-1966
Fax: (617) 244-1959
​     

     Margaret invites you to contact her for:

  • A free, no-obligation initial consultation

  • A financial check-up and review (suggested annually)

  • A comprehensive financial plan

  • Financial Newsletters

  • Holistic Planning

  • PERSONAL DISCOVERY SURVEY  
  • BUSINESS DISCOVERY SURVEY  
  • HOLISTIC DISCOVERY SURVEY


Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, 
Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sage Consulting and Cambridge are not affiliated.
Fee-based and investment advisory services, investment products and services, and insurance products are available only to residents of MA. 

WEALTH BUILDING
RISK MANAGEMENT
WEALTH PRESERVATION
WEALTH DISTRIBUTION
WEALTH TRANSFER
HOLISTIC LIFE PLANNING
*As we are not tax or legal professionals, we coordinate with tax and legal advisors. Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., 
and Sage Consulting do not provide tax or legal advice.
**Subject to an insurer’s ability to pay. 



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AREAS OF INTEREST

​At Sage Consulting, Margaret is available Monday through Friday to answer all your questions and help you begin the journey toward addressing your needs and goals and manifesting your dreams.
A Free, No-Obligation Initial Consultation
Financial Newsletters
Holistic Life Planning
Personal Discovery Survey
Business Discovery Survey
Holistic Discovery Survey
Survivor Benefit Planning
Life Insurance
Health and Dental Insurance
Disability Income Insurance
Long Term Care Insurance
Employee Benefit Planning
Business Succession Planning
Key Person Indemnity
Active Portfolio Management
Investment Planning
Risk Management Strategies
Retirement Planning
Institutional Money Management
Tax Favored Investments
Education Funding/College Planning
Cash Flow Management
Tax Planning and Management*
Employee Benefit Planning
Business/Executive Benefit Planning
Risk Management Strategies
Cash Flow Management
Active Asset Allocation
Tax Favored Investments
Tax Planning and Management*
Principal Protection**
Retirement Income Planning
Cash Flow Management
Income Optimization & Protection
Tax Favored Investments
Principal Protection**
Tax Planning and Management*
Charitable Giving
Dream Mapping
Estate Planning*
Socially Responsible Investing