At SagePoint Financial, Inc. – La Mesa, we are committed to putting our clients first. Put our 45 years of combined financial planning and investment experience to work for you.

  
Our reputation is one of integrity, honesty, exceeding client expectations and in-depth market knowledge. We develop long-term relationships with our clients to ensure that their financial planning needs are met through a consistent, rigorous and disciplined investment process. We are independent financial advisors and this provides us with the freedom to select the best investments and services that address our client’s needs. Our alliance is to our clients - exclusively.
 
We specialize in forward-looking, dynamic and diversified portfolios matched to current market conditions and client risk tolerances and needs as they relate to the various stages of life.
 
We believe that financial advice should be transparent. We work diligently to ensure out clients understand their financial plan, investments and the fees charged.
 
We pledge to always provide:
 
  • Exceptional service; we always provide the service we would want for ourselves
  • Full fee disclosure; there will never be any hidden fees.
  • Fiduciary responsibility; We are legally bound to always put our clients interests first.
  • The highest standards of ethics and integrity in all of our interactions.
  • An open door policy; Our doors will always be open to our clients and we will always be personally available by phone.
  • Well-thought-out, reasoned and accurate financial advice
 
 
 
 
Integrity  ♦  Honesty  ♦  Ethics  ♦  Discipline  ♦  Objectivity  ♦  Respect

       

 
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

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