| 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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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.