Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

• Reviewing your investments and designing a personalized portfolio appropriate to your needs
  
• Personal risk analysis and allocation recommended
  
• Year long, continual monitoring of your investment performance
  
• Quarterly statements and reviews
  
• Independent advice
  
• Recommendations regarding positioning of funds within your employer provided retirement plan
  
• Market watch newsletters
  
• Updating your financial plan and, if necessary, reallocate your portfolio.
  

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

• Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  
• Review of new tax law changes that affect you
  
• Free consultation with your tax preparer
  
• Recommendations of tax solutions including tax advantaged investments
  

Neither SagePoint Financial, nor its registered representatives offer tax or legal advice. As with all matters of a tax or legal nature, you should always consult with your tax or legal counsel for advice.

• Analysis of your income needs now and in the future
  
• Continual development and implantation of recommendations to fund your income needs and help maintain a comfortable standard of living
  
• Recommendations regarding distribution strategies for retirement plans and IRAs
  
• Analysis of beneficiaries of your IRAs and how to establish an inherited IRA
  

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

• Analysis of your current estate plan and concerns
  
• Free consultation with your attorney
  
• Providing guidance with the appropriate and neccessary steps in the event of the death of a loved one
  

Federal tax laws are complex and subject to change. Neither SagePoint Financial, Inc., nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

• Quarterly newsletters
  
• Quarterly/annual reviews
  
• Special reports on how to reduce your taxes
  
• Special reports on new laws
  
• Special workshops and events exclusive to our clients