Sage Point Financial
SagePoint Financial, Inc. is an independent broker dealer. My branch office assists in establishing a financial plan for people about to retire, and retirees who wish to incorporate a successful savings plan that will sustain them in retirement. Proceeds are usually derived from 401K’s and other employer-sponsored savings plans and IRAs, as well as Social Security income, and other non-retirement investment accounts. My office has assisted many clients “smooth” the transition process into retirement so that they may concentrate on other important aspects of the next phase of their lives!
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