We strive to become lifelong partners with individuals, families, self-employed and small businesses- developing a relationship by providing outstanding service and quality financial solutions* to assist them in achieving their goals.
* Securities offered through SagePoint Financial, Inc., member FINRA/SIPC.
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
Liability insurance can help offset unforeseen legal costs that could consume a business's profits.
Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
Is your personal inflation rate higher or lower than the CPI?
How much can you afford to pay for a car?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Knowing your likely life expectancy is an important factor in making long-term financial plans.