Retirement Planning for San Diego


Welcome!

"Saving for retirement is only half the challenge. Developing a plan to help make your retirement money last a lifetime is the other half."

At SagePoint Financial, Inc., most of our clients are either planning for their future retirement or are already in retirement and want to make sure they don't outlive their assets. We help our clients map out their financial future and implement specific recommendations to help them achieve their financial goals. 

 

We seek to attract patient investors with long term goals who stay with us for years.  Because of our long term relationships like these, we never want to disappoint.  Working together with our clients and their intermediaries, we help sort through the multitude of investment choices available to find the few that are suitable and make sense for them.  

Office News and Notes........

Weekly Market Update - Click here for our weekly market commentary

March 2012 - U.S. exports to China have more than doubled over the last 6 years; growing from $42 billion in 2005 to $104 billion in 2011 (Source:  Commerce Department).

Sepetmber 2011 - Americans have emerged from the economic recession with a new set of expectations around the purpose, timing and funding of their retirement.   Click here to read SunAmerica's "Retirement Re-Set Study" which is the first major study of its kind to specifically assess the impact of the recession on America’s mindset, family dynamics, lifestyle expectations and financial planning for retirement.

 

 

The SunAmerica Retirement Re-Set Study is the first major study of its kind to specifically assess the impact of the recession on America’s mindset, family dynamics, lifestyle expectations and financial planning for retirement.

 


 

 Although 401(k) plans were first created by the Revenue Act of 1978, the actual rules outlining how such plans would operate were not proposed by the IRS until 11/10/81 or 30 years ago last Thursday (source: Investment Company Institute). Although 401(k) plans were first created by the Revenue Act of 1978, the actual rules outlining how such plans would operate were not proposed by the IRS until 11/10/81 or 30 years ago last Thursday (source: Investment Company Institute). 

?

Although 401(k) plans were first created by the Revenue Act of 1978, the actual rules outlining how such plans would operate were not proposed by the IRS until 11/10/81 or 30 years ago last Thursday (source: Investment Company Institute).