General Info

I serve a select client base mainly in the greater Houston area and provide comprehensive wealth strategies aimed at creating, growing, protecting, and preserving wealth. I am imminently qualified to help you devise the most intelligent plan for helping you to grow your wealth and then distribute it during your lifetime and beyond. A large part of my practice focuses on the retirement plan market place and I advise companies on the setup, structure, and investment offerings of their defined contribution, 401(k), and defined benefit plans for employees. As an independant financial advisor I am not tied to a specific company's products and SagePoint Financial, Inc. does not offer proprietary products. As such, I can offer a wide range of products from industry leading companies in order to find the best fit for the the client. My clients include a wide range of businesses, individuals, and non-profit corporations. Contact me today to see how I can help you and your company.