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
  • Key Numbers for 2015
    Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for
  • 10 Financial Terms Everyone Should Know
    Understanding financial matters can be difficult if you don't understand the jargon. Becoming familiar with these 10 financial terms may help make things clearer.
  • Should Life Insurance Be Part of Your Retirement Plan?
    Most of us think of life insurance as protection against financial loss should we die prematurely. But if and when we reach retirement and the kids
  • Should I be worried about a Federal Reserve interest rate hike?
    After years of record-low interest rates, at some point this year the Federal Reserve is expected to begin raising its target federal
  • How can I try to manage the impact of an interest rate hike?
    With higher interest rates a distinct possibility in 2015, you may want to think about whether the bond portion of your portfolio is
    
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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.