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 with potential growth, preservation, 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 preserving the future every step of the way.


  • 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


  • 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)


Professional Alliances

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

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.


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