Helping individuals and small businesses with investment, retirement, and insurance strategies.
*Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.
Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details.
We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly.
The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performances. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company or individual.
It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.
http://sagepointfinancial.com/disclosures/socialmedia
Wealth Accumulation, Preservation and Distribution, Investments, Financial Planning, 401K Plans and Rollovers, IRA's, Roth IRA"s, Individual Securities, Retirement Planning, Business Continuation, Estate Planning and Life Insurance.
