SagePoint Financial, Inc.

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

December 2011 - Congratulations to Gil Armour on receiving the "Heart of Financial Planning" award from the San Diego Chapter of the Financial Planning Association. 

The award recognizes individual professionals, financial planning firms, FPA chapters, or organizations who engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning. Recipients embody the spirit of financial planning and also represent FPA's Core Values: Competence, Integrity, Relationships and Stewardship.  
 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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). 

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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).