Welcome

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.  



 
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Newsletters
  • 15 Facts about Social Security
    It's easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it's likely that this
  • Tips for Traveling Abroad
    For many people, there's perhaps nothing more exciting than traveling to a new country, experiencing different cultures, tasting exotic foods, and exploring unfamiliar
  • Saving for the Future: Start Now or Start Later?
    There are many ways to try to reach a future goal. You can save now, or you can save later (or perhaps do both). But there is an advantage to putting your
  • My parents can't manage alone anymore. What should I do?
    Are one or both of your parents having health problems, suffering mental lapses, or just slowing down with age? Do you find they can't manage on
  • What is an assisted-living facility, and how do I choose one?
    What is an assisted-living facility? The wide number of options available makes defining the term difficult. Generally, however, assisted-living
    
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 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.