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Welcome to SagePoint Financial

We are a full-service, comprehensive financial planning firm committed to empowering the financial wellness of our clients.  Our mission is "to enhance the financial wellness of our clients by bringing to bear our years of experience, knowledge and integrity."  We make the following commitments to our clients: 

  • To provide comprehensive and confidential financial guidance.
  • To listen to client's concerns and needs in order to help identify and prioritize their goals.
  • To recommend financial services and products that meet their individual needs and goals and provide appropriate solutions to the financial problems they are facing.
  • To establish and maintain a long-term relationship as their most trusted advisor.
  • To stay current with the changes in the financial environment in order to provide the most timely and correct solutions as possible.

 


Newsletters
  • For Women, a Pay Gap Could Lead to a Retirement Gap
    Women in the workforce generally earn less than men. While the gender pay gap is narrowing, it is still significant. The difference in wages,
  • Life Is for the Living, and So Is Life Insurance
    Life can be busy. The requirements of work and family often leave little time to step back and think about where you've been and where you're heading. But as
  • Medicare and Your Employer Health Plan
    If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer's group health plan. When you're eligible for
  • How do economists measure inflation, and why does it matter to investors?
    The Federal Open Market Committee (FOMC) adjusts interest rates to help keep inflation near a 2% target. The FOMC's preferred measure of inflation
  • How do TIPS help fight inflation?
    One way to help protect your portfolio against a sudden spike in inflation is by investing in Treasury Inflation-Protected Securities (TIPS).
    
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 Securities and advisory services offered through SagePoint Financial, member FINRA/SIPC, a registered investment advisor. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the addressee(s). If you are not the intended recipient, any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing e-mails from this sender, please reply to this email with the word REMOVE in the subject line.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, DE, FL, IL, MA, MI, MO, NJ, NY, NC, PA, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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