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
  • How Does Divorce Affect Social Security Retirement Benefits?
    One of the challenges of planning for retirement is that an unexpected event, like divorce, can dramatically change your retirement income needs. If
  • Avoiding Probate: Is It Worth It?
    When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process is
  • Self-Directed IRAs
    A self-directed IRA isn't a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that allows you to direct the
  • Am I liable for unauthorized transactions on my debit card?
    It depends. Federal law provides consumers with protection against most unauthorized credit- and debit-card transactions.
  • What is this new chip-card technology I've been hearing about in the news?
    In recent years, data breaches at major retailers have increased across the United States. As a way to counteract these data breaches, many U.S.
    
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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.