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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    Home buyers and sellers finally have reason to celebrate in 2015. After almost a decade of limping along toward recovery, it seems as though the housing market has
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    The Roth 401(k) five-year rule determines when you can begin receiving tax-free qualified distributions from your 401(k) plan Roth account. While it's similar to the
  • What is the Roth IRA five-year rule?
    Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin receiving tax-free qualified distributions from
    
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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.