Wealth Management for Dow Professionals

We are here to help you:

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Pursue the Activities and Passions That Fulfill You

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Spend with Confidence for the Life You Want

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Understand What Your Life After Dow Can Look Like

You Don't Have to Worry About Industry Cycles That Are Out of Your Control

As a Dow employee, you want to achieve financial independence, but you:

• Face the ambiguity of working in a cyclical industry
• Feel like you have a shorter runway to achieve financial freedom
• Worry about your vulnerability to decisions you can’t control

We believe you should have a smooth transition after a long and successful career at Dow.

Achieve the Financial Independence You've Been Working So Hard for

Our goal is to help you:
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Explore your goals and options for your next life stage

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Get a plan: Understand the next steps for a successful transition.

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Reduce your taxes: Employ tax-smart strategies to keep more of your money.

We Understand Dow

  • We have spent 20-plus years helping professionals transition to and from Dow.
  • Our advisor and principal Ethan Kok began his career at Dow before making the transition to financial planning.
  • Our professional and personal experience have given us a deep understanding of Dow’s compensation and benefits.

We Help You Take Control of Your Future

As a professional at Dow, you face the uncertainty of working in an industry that is under the pressure of constant change. This can leave you feeling anxious about your future. At Sage Wealth Planning, our goal is to give you confidence that no matter what happens in the industry, you can achieve the financial freedom you’ve worked decades to create. We help you take control with a plan to give you flexibility.

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What happens if you are asked to relocate? Or to retire earlier than you had planned? These are life-altering realities professionals like you face all the time. We understand how nerve-racking decisions like these can be. We are an independent Registered Investment Advisor (RIA) helping Dow professionals navigate uncertainty and prepare for their next life stage, whether that’s retirement or a second career.

Working together, we help you explore your options for life after Dow. We get to know what you want in life—where you want to live, the pastimes you want to explore, your housing plans, your travel goals. Then we build a comprehensive financial plan to help achieve your post-Dow life vision.

We are here to help you:

  • Get clarity about your goals and how to efficiently achieve them
  • Create a plan that integrates all financial areas, including your Dow compensation and benefits
  • Put the right savings and investment strategy in place
  • Choose the right pension option for your personal situation
  • Implement tax-smart strategies to keep more money for your family
  • Gain back your time to focus on the things that fulfill you

How to Work with Us

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1. Schedule a meeting where we can learn more about you and your goals.

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2. Determine if we would be a good fit for your needs.

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3. Partner with us to build your plan for life after Dow.

Are We a Fit?

You want to partner with an advisory team whose expertise is working with people like you. We may be a good fit if you:

  • Are a Dow employee seeking a post-Dow lifestyle that is financially carefree
  • Value a collaborative partnership with a team to help you stay on track with your financial goals and manage your investments
  • Seek objective advice from a fee-only firm
wealth management

Take the First Step — Schedule a Call!

Are you ready to stop worrying about industry cycles that are out of your control and leave you anxious about your future? Take the first step to exploring your options and gaining clarity about how to achieve the financial independence you’ve been working so hard for. Schedule an introductory call today.

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