Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Financial Planning

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Retirement Planning

Retirement Goal Setting
Social Security & Medicare
Business Planning
IRA Contributions
Employer Sponsored Plans & 401(k) s
Annuities & Pensions
RMD’s & Withdrawal Strategies
Self Employed Retirement Plans

Cash Flow & Budget

Income Sources
Expenses & Budgeting
Debt Management
One-Time Expenses
Planned Large Expenses
Emergency Funding
Mortgage Review

Education Planning

529 Plans
Coverdell
College Planning

Tax Management*

Review of Cost Basis
Review Realized Gains
Carry Forward Losses
Tax Loss Harvesting
Roth Conversions

Living in Retirement

Financial Advice

Behavioral Planning
Managing Emotions
Purpose Planning

Charitable Giving

Gifting
UGMA/UTMA

Assistance to Loved Ones

Caring for Elderly
Special Needs Dependents

Estate Management*

Estate Taxes
Review of Wills & Trust
Power of Attorney
Guardians for Minor Children
Charitable Giving Trusts
Beneficiary Review

Risk Management & Insurance

Review Existing Policies
Life Insurance
Long Term Care
Liability Coverage

Wealth Transfer

Gifting
UGMA/UTMA

Career Transition

Compensation Review
Benefit Replacement

*Financial Transition Partners and Sagepoint Financial Inc. does not provide tax or legal advice. Please discuss these matters with the appropriate professional.