Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

Access My Investment Website

Access My Financial Planning Website

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Stock Information

Market Information

Life Insurance Quote

Divorce Resources

I am a member of Vesta Divorce. Vesta is not affilated with SagePoint Financial. Vesta Divorce empowers individuals thinking about, going through or recent divorced through a variety of educational materials and their network of professional.

Educational Events

Free Videos

Featured Content

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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