
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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Three Ways to Help Simplify Your Finances
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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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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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Accumulation
Estimate the future value of your current savings.
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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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Car Affordability
How much can you afford to pay for a car?