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*
Estate Planning (Basic) (Advanced)
Retirement Planning - including IRA, Roth IRA, and 401(k) plans*
Retirement Plans for Small Businesses
College Savings* with 529 Plans*
Clicking on the links above will open a new window to tell you more about each concept.
Newsletters
-
Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
-
Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
-
HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.