Sage Point Financial

• 1035 Exchanges
• Annuities
• Asset & Portfolio Management
• Asset Allocation
• Asset Management
• Bonds
• Business Planning
• Consultations
• Diversification
• Equity Investments
• Estate Planning
• Family Financial Planning
• Financial Advisors
• Financial Education Workshops
• Financial Planning
• Individual Retirement Accounts
• Insurance Planning
• Investment Planning
• Investments
• IRA Rollovers
• Municipal Securities
• Mutual Funds
• Real Estate Investments
• Retirement Planning
• Roth Individual Retirement Accounts
• SEP Individual Retirement Accounts
• Stock Investments
• Stocks
• Tax Planning
• Tax-Exempt Securities
• Wealth Management

• ESTATE PLANNING
• FINANCIAL PLANNING
• INSURANCE PLANNING
• INVESTMENT PLANNING
• LONG-TERM CARE PLANNING
• RETIREMENT PLANNING

Sage Point Financial in Montgomery, AL serves Residential, Commercial customers in AL. We specialize in INVESTMENT PLANNING, RETIREMENT PLANNING, INSURANCE PLANNING, LONG-TERM CARE PLANNING, ESTATE PLANNING, FINANCIAL PLANNING in AL. Our Hours of Operation are: Mon-Fri: 08:30 AM-05:30 PM We are proud to have the following certifications and affiliations - CERTIFIED FINANCIAL PLANNER (R) practitioner, CERTIFIED SENIOR ADVISOR, CHARTERED ADVISOR FOR SENIOR LIVING, CERTIFIED IN LONG-TERM CARE, CLU, ChFC, FINANCIAL PLANNING ASSOC., SOCIETY OF CERTIFIED SENIOR ADVISORS, NAT'L ASSOC. OF INSURANCE & FINANCIAL ADVISORS, AIR FORCE ASSOC.. We are happy to serve multilingual customers We have been proudly serving the Montgomery, AL area since 1996.Less