FINANCIAL PLANNING
ASSET MANAGEMENT
RETIREMENT PLANNING
RISK MANAGEMENT
As your financial advocate, your success is our success.
We are LISTENERS – We take the time to understand what you want out of life – for yourself and for your family.
We are FULL-SERVICE – We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals.
We are EXPERIENCED – We have years of experience collaborating with clients like you. We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want, from wherever you are.
We are RESPONSIVE – We understand that unexpected events and life changes can impact your dreams. We monitor and track your progress every day and adjust your financial plans along the way.

WHAT WE DO

Our planning process can help you achieve your financial dreams.
We start by helping you identify your goals and evaluate where you are relative to those goals.
We evaluate your options and recommend strategies to get you where you want to be.
We help you implement the recommendations
Then, we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams.

HOW WE DO IT

We take a comprehensive view of your complete financial picture 
to develop a deeper understanding of what is required to achieve your goals.

COMPLETE FINANCIAL PICTURE

We link all your financial accounts for a complete and up-to-date view. It's a one-stop shop for all of your investments, financial accounts, and important documents so you can see how everything is working together toward your future.

DEEPER UNDERSTANDING, BETTER RECOMENDATIONS

Our 360 view of your financial world ensures that all your assets are working together effectively and efficiently, minimizing the impact of debt and taxes in order to enhance your lifestyle.

MONITOR PROGRESS

With a daily snapshot of your progress, we can alert and remind you of financial factors that may impact your ability to achieve your goals.

WHAT WE PROVIDE

We make your life easier by providing unique services for staying organized, updated and prepared.
YOUR OWN PERSONAL FINANCIAL WEBSITE
Your Personal Financial Website serves as a secure, up-to-date window into your entire financial world – accessible to you at anytime from anywhere with an internet connection or mobile device.

Unlike online banking, online shopping or bill pay, our system is non-transactional.
ACCOUNTS UPDATED DAILY
All your financial account balances updated daily and accessible all in one view
VAULT
Secure storage facility for your financial documents and more
BUDGETING TOOLS
Easily track your spending and monitor your progress at reaching your goals.
AWARDS MANAGER
Access all your important travel awards in one place
ORGANIZER
Connect all your accounts and financial information for an organized, consolidated view
FINANCIAL WORKSHOP
Know where you are and where you need to be with your most important financial goals
REPORTS
Reflect your current account values and market changes
EDUCATION CENTER
Library of videos and articles to help improve your financial literacy

CALL 888.881.6065

OR CLICK BELOW TO GET STARTED
Let's Get Started
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRASIPC Investment advisory services offered through SagePoint Financial,Inc., a registered investment advisor. Certain insurance products offered through ICM Private Client Group, Inc. ICM Private Client Group, Inc. is a separate company from SagePoint Financial, Inc. Insurance License Number: 0I92424This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.IMPORTANT CONSUMER INFORMATION:A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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