Who gets the Solution Sage report?

End-User Companies
The Solution Sage report does not come directly to you. When your report is ready, it will be delivered to you through one of our qualified professional advisors in your area--who YOU select. We can, at your request, arrange to provide the report through a trusted advisor with whom you already have a relationship, such as your financial advisor, CPA or estate attorney. If you select one of our qualified advisors, you are not obligated to establish a relationship or engage their services.

We simply require that a professional advisor of your choosing present the report to you. You will select the appropriate advisor AFTER the survey has been completed and your report is ready. A Solution Sage administrator will personally telephone or e-mail you to arrange an advisor of your choice. This enables us to suggest the type of professional advisor best suited to review the report with you, based on the nature of the issues (if any) involved in your report.

IMPORTANT: We will never release your report (or any information about you or your firm) to ANYONE without your express permission--whether one of qualified advisors or one of your trusted advisors. Also, we strongly recommend that you review the Solution Sage privacy policy. The privacy and confidentiality of your information is our highest priority.

Advisors & Consultants
As a Solution Sage subscriber, the reports for assessments that you register will be delivered to you via e-mail as a pdf file.

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