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Welcome to SagePoint Financial

We are a full-service, comprehensive financial planning firm committed to empowering the financial wellness of our clients.  Our mission is "to enhance the financial wellness of our clients by bringing to bear our years of experience, knowledge and integrity."  We make the following commitments to our clients: 

  • To provide comprehensive and confidential financial guidance.
  • To listen to client's concerns and needs in order to help identify and prioritize their goals.
  • To recommend financial services and products that meet their individual needs and goals and provide appropriate solutions to the financial problems they are facing.
  • To establish and maintain a long-term relationship as their most trusted advisor.
  • To stay current with the changes in the financial environment in order to provide the most timely and correct solutions as possible.

 


Newsletters
  • Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
    The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much
  • Managing Debt While Saving for Retirement
    It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.
  • Examining the Taxpaying Population: Where Do You Fit In?
    Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and
  • Is the Social Security Administration still mailing Social Security Statements?
    Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social
  • What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
    
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 Securities and advisory services offered through SagePoint Financial, member FINRA/SIPC, a registered investment advisor. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the addressee(s). If you are not the intended recipient, any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing e-mails from this sender, please reply to this email with the word REMOVE in the subject line.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, DE, FL, IL, MA, MI, MO, NJ, NY, NC, PA, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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