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
  • Retirement Withdrawal Rates
    During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable
  • When Your Child Asks for a Loan, Should You Say Yes?
    You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial
  • How Does Your 529 Plan Stack Up Against the Competition?
    If you're one of the millions of parents or grandparents who've invested money in a 529 plan, now may be a good time to see how your plan
  • I owe a large amount of money to the IRS. Can I pay what I owe in installments?
    Unfortunately, not everyone gets a refund during tax season. If you are in the unenviable position of owing a large amount of money to the IRS, you
  • Will I have to pay a penalty tax if I don't have qualifying health insurance?
    It depends. One of the main objectives of the health-care reform law, the Patient Protection and Affordable Care Act (ACA), is to encourage uninsured
    
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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.