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Services

By March 10, 2017April 2nd, 2021No Comments
Wealth Management
  • Fee-Based Money Management
  • ETFs (Exchange Traded Funds)
  • Mutual Funds
  • Closed- End Funds
  • Stocks & Bonds
  • Fixed & Variable Annuities
  • Municipal Bonds
  • Portfolio Analysis
Retirement Planning
  • 401(k)
  • Profit Sharing
  • SEP, Simple IRA
  • Self-Directed IRA’s
  • Lump Sum Retirement Distributions
  • Retirement Income Analysis
Estate Planning*
  • Evaluating Your Need for a Trust
  • Life Insurance

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*Fixed insurance products and estate planning services may be provided by a third party. Please consult with your representative to confirm on which company’s behalf services are being provided. Sagepoint Financial does not offer tax, legal or estate advice.

David Wilson

About David Wilson

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