Our Services


While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program focused on these 5 areas:

  • Independent Investment Advice

  • Tax Reduction Strategies

  • Retirement Income Planning

  • Estate Planning

  • Protection Strategies



Neither SagePoint Financial, Inc., nor its registered representatives or employees, provide tax or legal advice.