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OUR SERVICES - It's about meeting YOUR financial needs... 

Your Financial Advisor specializes in managing our clients Financial Portfolios:
  • As Portfolio Managers we have access to a comprehensive array of choices for investment products.  Instead of pushing proprietary products, your advisor offers investment choices that are best suited to your needs. 
  • A number of personalized fee-based money management platforms which include tools to assist with wealth management and access to experienced independent money managers.  These programs provide investor flexibility and emphasize asset allocation and opportunity. 

  • Bonds and CDs
  • Common and Preferred Stock 
  • ETF - Exchange Traded Funds
  • Mutual Funds
  • Money Market 
  • REIT - Real Estate Investment Trusts
  • UIT - Unit Investment Trusts

  • Income Planning
  • Retirement Planning
  • Tax Reduction Strategies
  • Estate Conservation
  • 401(k) Planning/Rollovers
  • 457 Deferred Compensation
  • 403(b) T.S.A. Rollovers
  • Traditional IRA
  • Roth IRA
  • Simple IRA

  • Annuities (Fixed, Variable and Equity Indexed)
  • Life Insurance
  • Disability Income Insurance
  • Long-Term Insurance


Securities, Investment Advisory and Insurance services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, IA, KS, KY, LA, MD, MI, MN, MS, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OK, PA, TN, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.