My Services

My services begin by acquainting myself fully with each client's unique situation and thoroughly understanding each client's long term objectives.  I then offer professional recommendations in simple easy to understand terms designed to achieve specific financial goals.    

The business of preparing insurance and financial programs are sometimes complex, for that very reason I believe in talking to my clients in plain language - using terms and strategies easily understood.

The services offered are designed to accomplish the goals of my clients, whether the client is in the preservation phase, accumulation phase or retirement and income planning phase of their lives.


Planning strategies include:

  • Tax management
  • Investment management
  • Retirement strategies
  • Estate liquidity and conservation
  • Estate creation
  • Business succession planning
  • Social Security income planning
  • Retirement income modeling.


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