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Client Centered

SagePoint Financial and it's parent company, Advisor Group, are adopting a new brand and name - Osaic. To be clear, this change will not impact the way we work together, and nothing about your portfolio or our strategy will be changed. The link below contains some or all the copies of the notices you will receive, depending on which accounts are in your personal portfolio. Again, this is a non-event rebranding that helps simplify the lives of our back office. This has no effect on you or your finances. Look for the name Osaic on your statements instead of SagePoint Financial beginning September 30, 2023!

If you have successfully signed up for eDelivery through eQuipt, your notices will be emailed. If you have not signed up for eDelivery, please send us an email so we may help you complete that process, or click the eDelivery Instructions button below for instructions.

Click below for information regarding Osaic’s compensation and conflicts of interest in the Client Relationship Summary.

Osiac Form CRS

Annual required Privacy Policy Notice can be read by clicking the button below.

Osaic Privacy Policy

More information about Osaic’s investment advisory business is available in its Form ADV Part 2A disclosures, which can be found by clicking the button below.

Osaic Disclosures

Ken's Market Commentary

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Income Taxes

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Pina's Perspective

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<span id="_mce_caret" data-mce-bogus="true"><sup></sup></span>Tax &#38; Investment Group

Tax & Investment Group

We hope to earn your trust while helping you reach your goals.

Tax & Investment Group's first priority is helping you take care of yourself and your family. We strive to create a long-term relationship with individuals and business owners through open and honest communication. We offer a wide range of financial strategies, and specialize in asset allocation at your risk comfort level. These sound methods have been our strength since our founding in 1999.

Office hours of operation:  Monday through Friday, 9:00 a.m. to 4:00 p.m.

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We are your choice for personal income tax preparation, comprehensive retirement income planning and tailored wealth management. 

Our team consists of Income Tax Principals, Registered Representatives, and Office Administrative Support, and we are all here to help.

We believe that with proper expectations of identifying your specific circumstances, we will be able to identify the correct strategy leading to sound financial decisions and allocations to help you reach goals for you and your family. We offer what we believe to be the right financial strategies and services to individuals and business owners.