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
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Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Credit Card Debt
How Long Will It Take to Pay my Balance?