Our Services and Product Solutions

We begin with a frank and honest conversation regarding your needs, aspirations and desires. Afterwards, we will design a strategy to help you grow, protect and ultimately distribute wealth. Your strategy is tailored to you and your business. A great strategy is fluid, and we become your resource in investing for and protecting the future every step of the way.


FOR BUSINESSES

  • Group Medical Insurance
  • Group Dental DHMO & PPO
  • Group Life & AD&D
  • Group Short & Long Term Disability
  • Accident, Cancer, Critical Illness and Hospital Indemnity
  • 401K, Simple and SEP Employer     Sponsored Plans
  • Business Succession Strategies
  • Buy/Sell Agreement Funding
  • Key Person Coverage
  • Business Overhead Insurance
  • Deferred Compensation Strategies
  • Executive Bonus
  • Employee Financial Education

FOR INDIVIDUALS

  • Pension/401K  Rollovers
  • Life Insurance
  • Disability Insurance
  • Fixed and Variable Annuities
  • Traditional and Roth IRA’s
  • Education Funding- 529 Plans
  • Stocks and Bonds
  • Long Term Care Insurance
  • Mutual Funds 
  • Wealth Management Services*  and Wrap Accounts
  • Budget Analysis
  • Estate Conservation Strategies
  • Retirement Income Planning
  • Mortgage Protection (through Life Insurance & Disability Insurance)


ADDITIONAL AREAS OF EXPERTISE
Group Benefits

  • Health Insurance
  • Dental
  • Vision
  • Group Life, STD, LTD
  • Employer Sponsored Plans: 401k, SIMPLE, & SEP
  • Cancer, Accident, Critical Illness & Hospital Indemnity

Business Owner Strategies

  • Business Overhead Expense Insurance
  • Business Succession Insurance
  • Buy Sell Funding
  • Key Person Coverage
  • Employee Financial Education

Professional Alliances

  • CPA
  • Payroll Services
  • Estate & Tax Planning Attorneys
  • Business and Personal Liability Insurance Agents

Protection Products

  • Term Life
  • Whole Life
  • Universal  and Variable Life
  • Disability Income Insurance
  • Mortgage Protection (through Life and
  • Disability Income Insurance)
  • Long Term Care Insurance

Retirement Planning

  • Stocks, Bonds, Mutual Funds
  • Fixed and Variable Annuities
  • Roth & Traditional IRA
  • Pension/IRA Rollovers
  • Deferred Compensation Plans
  • Executive Bonus
  • Wealth Management Services

Educational Services

  • Budget Analysis
  • PlanSmart
  • Retirewise
  • Topical Workshops
  • Education Seminars

We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Plansmart and Retirewise workshops conducted by Renee Lewis.

Neither SagePoint Financial, INC., nor its registered representatives or employees, provide tax or legal services.

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