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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The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.