Anthem Advisors - Casey Sage

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Anthem Advisors - Casey Sage I help individuals and multi-generational families plan so their money potentially outlives them.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

10/15/2026

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Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts,...
10/13/2026

Cybersecurity doesn't have to be complicated. A few simple steps can go a long way toward helping protect your accounts, devices and personal information. Check out these seven tips to help keep your data secure.
https://www.raymondjamesconnect.com/aawxkA

When borrowing is part of the plan: How lending can help high-net-worth individuals meet short-term moments while preser...
09/24/2026

When borrowing is part of the plan: How lending can help high-net-worth individuals meet short-term moments while preserving long-term goals. Learn more:

raymondjames.com

Medicare decisions can have a meaningful impact on retirement expenses. With Medicare's Annual Enrollment Period approac...
09/22/2026

Medicare decisions can have a meaningful impact on retirement expenses. With Medicare's Annual Enrollment Period approaching, now is a great time to review your healthcare coverage and understand your options for the year ahead. Consider connecting with Chapter, a Medicare advisory service provider, to review your current coverage and confirm it continues to align with your healthcare needs. Get started by reviewing the Chapter one-pager.

raymondjames.com

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of Sep...
09/11/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

As longer lifespans create new stages of life, people are continuing to learn, contribute and pursue meaningful goals in...
09/10/2026

As longer lifespans create new stages of life, people are continuing to learn, contribute and pursue meaningful goals in ways previous generations may never have imagined. Yet assumptions about age can sometimes influence how others view a person's capabilities or the role they should play in important decisions.

Thoughtful planning can help ensure important decisions are guided by your goals and preferences, not assumptions about age. If you're thinking about future transitions, support systems or ways to maintain independence and purpose in the years ahead, let's start that conversation.

09/09/2026

Casey and Colleen had a whirlwind August attending and sponsoring the following events:

See You Sunday's: Sundays are for Detroit Market Market and VIP night, See you in the City and Sunday's are for Confidence in conjunction with the beautiful Angela Pena.

The Ally Challenge Adaptive Clinic, Kickoff Party, Women of Influence Lunch, Friday night concert, Saturday Community Concert and Sunday's winner's circle event.

It was an amazing month full of connecting with some of the best women in Michigan! We feel incredibly thankful.

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If you own a family business, you know it's much more than a source of income. It's a legacy, a livelihood, and often a ...
09/04/2026

If you own a family business, you know it's much more than a source of income. It's a legacy, a livelihood, and often a vision that spans generations.
The question is whether your business is prepared for a future transition.

Address

20 West Washington Street Suite 1
Clarkston, MI
48346

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