Our Process
AND OUR ROLE IN GUIDING YOU.
Your investment goals and financial situation are unique. There is no one-size-fits-all solution, and don't let anyone tell you there is. That's where we come in.
As independent financial advisors, we understand the importance of making the right questions, properly interpreting the answers, and making sure that you are comfortable with your decisions. Yes, we are partners in your financial future; but ultimately, our relationship is about YOU.
Through our affiliation with our core carriers, brokerage services, and SagePoint Financial, we can put a broad range of investment management vehicles to work for you, including:
Fee Based Investment Advisory Services: Pay one fee for the investment advice you receive instead of paying transaction-based commissions; many programs are available.
Mutual Funds
Fixed & Variable Annuities
Stocks and Bonds: Access all national stock exchange-listed securities and over-the-counter stocks and bonds, as well as a team of professional, knowledgeable traders who are supported by SagePoint's industry –leading technologies.
Insurance Services: Access a wide variety of insurance products, including guaranteed universal life, indexed universal life, variable universal life, whole life insurance, term insurance, and long-term care.
*Specialized Services: In addition to these investment products, a number of financial services are available to you, including:
- Estate, family needs, and personal needs planning
- Pension Maximization
- Qualified and non-qualified retirement plans
- Wealth Transfer
- Business succession planning
- Deferred compensation
- Charitable giving