At our firm, we have the client - and only the client - in mind. We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Securities and insurance products offered through SagePoint Financial, Inc. member FINRA/SIPC. Investment advisory services offered through Pinnacle Asset Management Group, Inc. a registered investment advisor not affiliated with SagePoint Financial, Inc. SagePoint Financial, Inc. does not provide tax or legal advice.
