Services
Thank you for visiting SagePoint Financial, Inc.
At SagePoint Financial, Inc, we provide help in the following areas:
Fee Based Money Management
- Professional Money Management
- Unit Investment Trusts
- Mutual Funds
Financial Planning Techniques
- Estate Planning*
- Dynasty Trusts
- Living Trusts
- Special Needs Trusts
- Tax Planning*
- Tax Aware Investments
- Charitable Remainder Trusts
- College Planning
- Retirement Income
Insurance Considerations
- Life
- Annuities
- Long Term Care
- Disability Income
Retirement Planning
- Profit Sharing Plans
- Money Purchase Plans
- Corporate Stock Options
- ESOP Plans
- 401(k) Setup, Consulting, and Employee Education*
- Age Weighted Plans
- Turnkey Plans
- Local TPA
- SEP IRA
- Simple IRA
- Education IRA
- Roth IRA
*We work with a number of experts who can structure the appropriate legal documents and strategy to best fit your needs. Our services may help to implement that strategy.
"The Packaged Product"
PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this company`s web-site and assume total responsibility and risk for your use of the sites you are linking to.
8220 University Avenue Suite 300 (Second Floor)
La Mesa, CA 91941
Phone: 619-465-5442 Fax: 619-465-5459
|
