• Tax Reduction Strategies

  • Determine How to Reach Retirement Goals

  • Convert Savings Into Income in Retirement

  • Analyze Medicare Options

  • Evaluate Overall Financial Wellness

  • Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional. 

  • Assess Investment Risk Tolerance and Generate an Investment Strategy

  • Optimize Social Security Claiming to Maximize Benefits

  • Manage All Investment and Retirement Accounts

  • Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. No investment strategy can guarantee a profit or protect against loss.