Welcome to SagePoint Financial, Inc.

We at SagePoint Financial want to thank you for giving us the opportunity to be of service to you. Our staff will constantly strive to earn your continued confidence!

In our constant effort to provide you with the most pertinent and necessary information regarding the markets and Retirement Income Planning, we have re-designed our website and hope you will find our information and investment tools helpful! 

If you would like more information, please do not hesitate to give us a call or write us whenever we can be of further assistance.

Once again, we thank you.  

Latest Video Client Alert
  • Six Common 401(k) Plan Misconceptions
    Do you really know as much as you think you do about your 401(k) plan? Let's find out.
  • 2015 Year-End Tax Planning Basics
    As the end of the 2015 tax year approaches, set aside some time to evaluate your situation and consider potential opportunities. Effective year-end planning
  • Frequently Asked Questions on Opening a 529 Plan Account
    529 plans are savings vehicles tailor-made for college. Anyone can open an account, lifetime contribution limits are typically over $300,000, and 529
  • My employer now offers wellness benefits as part of its employee benefits package. But what are they?
    It's no surprise that your company has started offering wellness benefits, since many employers are already offering these types of programs as part
  • How do I compare my health insurance options during open enrollment?
    The decisions you make during open enrollment season regarding health insurance are especially important, since you generally must stick with the

 Securities, insurance, and¬†advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC.

This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, IA, KS, KY, MD, MA, MI, MN, MO, NV, NH, NJ, NM, NY, NC, OH, PA, SC, TX, VT, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.