OUR SERVICES

We plan for corporate 401(k)/executive benefits, gig-economy pioneers, retirees, those who are just starting out and everyone in-between.

CORPORATE

Corporate Benefits

Executive Beneifts

401(k) Plans

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PRIVATE CLIENTS

Financial Planning

Retirement, Insurance

Real Estate, Trusts

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GIG-ECONOMY

1099 Employees

Self-Employed

Independent Contractors

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Millennials

Portfolio less than $250K?

Your starting point.

Right here. Right now.

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Interested in our services? We’re here to help!

We want to know your exact needs so that we can provide appropriate solutions.

Let us know what you want and we’ll do our best to help.

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Third party links: Please note that the information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 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, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website you are linking to.

Check the background of this financial professional on FINRA's BrokerCheck

Securities and investments advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC

Insurance services offered through Larchmont Financial Management Co. & Independent Capital Management, Inc.

Mortgage services offered through ICM Real Estate dba ICM Lending. Estate planning services offered through Citadel Law Corporation.

SagePoint Financial, Inc. is a separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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