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. 

Working together with our clients, we help sort through the multitude of investment choices available to find the few that are suitable and make sense for them. 

 

 

 











 
Newsletters

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

More Newsletters →