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.  



 
Latest Video Client Alert
Newsletters
  • Understanding Stock Market Indexes
    No doubt you've seen headlines reporting that a particular stock index is up or down. But do you know what an index is, and how understanding the nuts and bolts of a
  • Four Lessons Grandparents and Grandchildren Can Learn Together
    If you're a grandparent, maintaining a strong connection with your grandchildren is important, but that may become harder over the years as they
  • Nearing Retirement? Time to Get Focused
    If you're within 10 years of retirement, you've probably spent some time thinking about this major life change. The transition to retirement can seem a bit daunting,
  • How long should I keep financial records?
    There's a fine line between keeping financial records for a reasonable period of time and becoming a pack rat. A general rule of thumb is to keep financial records only
  • What are some tips for organizing financial records?
    Organizing your financial records is a cyclical process rather than a one-time event. You'll need to set up a system that helps you organize
    
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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.