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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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Accumulation
Estimate the future value of your current savings.