SagePoint Financial offers a wide array of services. Detailed information can be found below on each category.

  • Investment "Watch Dog" Service
  • Tax Reduction Planning*
  • Retirement Income & Distribution Planning
  • Family Wealth Planning*
  • Client Services and Communications


Investment "Watch Dog" Service

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Quarterly meetings to: review and evaluate your investment performance, update your overall financial objectives and discuss market strategy
  • Monthly & quarterly statements and independent advice
  • Commission-free transactions on most stocks, bonds, mutual funds or ETFs traded in your account
  • Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s, 403(b)s, Persi Choice and Simple IRAs
  • Quarterly "Market Watch" letter detailing our firm's research, analysis and view of the current state of the investment markets

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.
  • Free consultation with your tax preparer or C.P.A.
  • Recommendations of tax solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding distribution strategy for your employer retirement plans, Social Security, and IRAs
  • Analysis of the beneficiaries for your IRAs and how to establish an Inherited IRA to continue your IRA for up to 70 years or longer after you pass away!
  • Reviewing the possibilities of converting to a Roth IRA

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Free consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary information
  • Review of long-term care income and needs

Client Services & Communications

  • Quarterly Reviews
  • Special Gold Medal Service Events, including client appreciation events 
  • Quarterly Financial Education Forums
  • Client Advocate Program Dinner