Our Services

Why work with us?

Are you on the right track with your savings and investment planning?  Or, maybe you simply feel your assets could be invested or protected better than they are now?  Are you preparing for retirement?  Is your income tax return due?  Have you been considering refinancing your home?  Finding yourself with new responsibilities, such as the care of a child or an aging parent?  Do you need life insurance?  Are you facing other life events, such as marriage, divorce, the sale of a family business, or a career change?   When it comes to building wealth and enabling financial freedom you need a financial expert you can trust with the credentials and knowledge to navigate the turbulent world of money.  

  • We apply our skills to your specific needs.  Just as important, we answer questions about things that you may find confusing or anxiety-provoking. When the financial markets go through one of their periodic downturns, you can count on us to make sense of it all. 
  • We monitor the financial markets all day every day so you can feel confident about your investments.  After all, if you hire people to do things like cut your hair, work on your car, and tend to medical issues, it makes sense to use a professional when dealing with your most important financial issues.
  • The financial world grows more intricate every day as new products and services are introduced.  Legislative changes can have a substantial impact on your investment and tax planning strategy.  We monitor such developments on an ongoing basis and assess how they might affect your portfolio.
  • We help you see the big picture and make sure the various aspects of your financial life are integrated in a way that makes sense for you.  That can be especially important if you own your own business or have complex tax issues.
  • If you already have a financial plan, a we act as a sounding board, giving you a reality check to make sure your assumptions and expectations are realistic.  For example, if you've been investing far more conservatively than is appropriate for your goals and circumstances, either out of fear of making a mistake or from not being aware of how risks can be managed, we can help you assess whether and how your portfolio might need adjusting to improve your chances of reaching those goals.

We provide you expert advice and support in the following areas:


  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Individual Retirement Account (IRA) both Traditional and Roth
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

Tax Planning

  • Personal Income Tax Return Preparation
  • Relocation Tax Issues
  • State Tax Return Preparation  
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel, and Corporate Taxes
  • Small Business Accounting Services  
  • Income, Gift, and Estate Tax Returns

Home Mortgages

  • Mortgages
  • Refinance
  • SagePoint Financial does not offer tax or mortgage services.