The accumulation phase utilizes Sagepoint Financial’s pro-active investment approach to capitalize on current market conditions. The earlier you start the longer you have to accumulate wealth. At Sagepoint, we tailor the accumulation phase for clients with a long-term goal in mind.
The modern portfolio benefits by using strategies that capture market gains as well as mitigating market risk. You may remember the old commercial tagline, “It is not what you make, it is what you keep.” We strive to minimize portfolio loss during periods of high market volatility. We look forward to discussing our portfolio strategies with you, one-on-one, at your earliest convenience.
When you have worked hard all of your life and it is time to retire, you want your money to outlive you. From lifetime income or leaving a legacy, Sagepoint Financial’s investment approach guides you through your retirement goals and beyond.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by that every day.