We are independent advisors dedicated to helping you achieve your financial goals. We serve a select client base in the greater Austin and Houston areas and provide comprehensive wealth strategies aimed at creating, growing, protecting and preserving wealth. We are imminently qualified to help you devise the most intelligent plan for distributing your wealth during your lifetime and beyond.

 

As independent financial advisors, we are free to choose from a range of products offered by a variety of the industry’s leading companies. SagePoint Financial, Inc. does not sell proprietary products; our guidance is strictly drawn from our professional education and years of expertise.

 

We are proud of the fact that we share five common traits inherent to successful financial advisors: focus, discipline, passion, positivity and integrity. No matter your current financial situation or income level, our team is well equipped to guide you toward the financial future you desire.

 

The services that we offer include, but are not limited to:

Comprehensive Financial Plans*

Personal Budget Planning

Estate Planning (Basic) (Advanced)

Retirement Planning - including IRA, Roth IRA, and 401(k) plans*

Retirement Plans for Small Businesses

IRA Rollovers*

Investment Management*

Dollar Cost Averaging

College Savings* with 529 Plans*

Life Insurance

Annuities

Variable Annuities*

Fixed Annuities

 

Clicking on the links above will open a new window to tell you more about each concept.