WELCOME TO OUR COMPANY |
We provide financial services for a wide range of clients, mainly in the greater Houston areas. As independent financial advisors, we are not tied to a specific company's products and SagePoint Financial, Inc. does not offer proprietary products. As such, we can offer a wide range of products and services from industry leading companies in order to find the best fit for the needs of our clients. Our clients include a wide range of businesses, individuals and corporations. No matter your income level or specific situation we can provide advice and guidance to help you pursue your goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We listen carefully to know and understand your financial situation and provide you with the highest quality information, services, and products to help you follow a path to your goals. Our advice is always given with the backdrop that under the same facts, we will advise the same course of action to you as we would take for ourselves.
Contact us today to see how we can help you! |
Newsletters
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.