Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Income Worksheet
  • 401(k) retirement plans and Individual Retirement Accounts
  • IRA, ROTH IRA and Rollover accounts
  • 529 qualified tuition plans
  • Annuities, Mutual funds, Stocks, ETFs, & Certificates of Deposit
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

 

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Advisory services offered through Lincoln Sparrow Advisors.  SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This information is intended for use only by residents of AK, CA, FL, IL, MD, MA, NV, NJ, NY, NC, OH, PA, VA, and WI.  Securities-related services may not be provided to individuals residing in any state not listed above.

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