Wealth Management
- Fee-Based Money Management
- ETFs (Exchange Traded Funds)
- Mutual Funds
- Closed- End Funds
- Stocks & Bonds
- Fixed & Variable Annuities
- Municipal Bonds
- Portfolio Analysis
Retirement Planning
- 401(k)
- Profit Sharing
- SEP, Simple IRA
- Self-Directed IRA’s
- Lump Sum Retirement Distributions
- Retirement Income Analysis
Estate Planning*
- Evaluating Your Need for a Trust
- Life Insurance
*Fixed insurance products and estate planning services may be provided by a third party. Please consult with your representative to confirm on which company’s behalf services are being provided. Sagepoint Financial does not offer tax, legal or estate advice.
