Our Firm

 

 

 

 

 

 

 

 

 

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing well-researched financial information.

HOW WE WORK

As Investment Advisor Representatives with SagePoint Financial, we follow the fiduciary standard. Acting as fiduciaries on your behalf, your interests are our utmost priority. We work on a fee-only basis and do not sell commission based products. This gives us the freedom to develop your financial plan and investment strategy without outside infuence.

Our management fee is calculated as a percentage of the value of a client's account(s) per year.* We use a standardized scale to generate this percentage fee, which ranges from 0.75% to 1.50%.

We are compensated solely via a management fee for all of our advisory services. As our fee is based on a percentage of assets under management, our success is closely linked to your success

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

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 customized financial program utilizing the following products and services:

  • Tax management

  • Investment management

  • Retirement strategies 

  • Estate conservation

  • Insurance and annuity products

We have been working with individuals and businesses in the area for several years. Each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

We're looking forward to using our expertise to help you pursue your financial goals.

 

Actual fees may be higher or lower depending upon each client’s specific situation and the products they select. Investors should note that the deductions of fees will impact overall account returns. Neither SagePoint Financial, Inc., nor its representatives, offer tax or legal advice.