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    Home»Retirement planning»Sagepoint Financial Unveils Comprehensive Retirement Planning to Help Those Going Through Major Life Transitions
    Retirement planning

    Sagepoint Financial Unveils Comprehensive Retirement Planning to Help Those Going Through Major Life Transitions

    December 15, 20222 Mins Read
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    Troy, Ohio–(Newsfile Corp. – Dec. 15, 2022) – Sagepoint Financial is pleased to offer its comprehensive retirement planning services, designed to help people going through major life transitions such as divorce, death or legacy to navigate the complexities of planning for their desired financial future.

    Led by Susan Swinehart, a seasoned financial advisor with over 30 years of industry experience, Sagepoint Financial is committed to providing customized solutions to meet each client’s unique needs.

    “At Sagepoint Financial, we understand retirement planning can be daunting, and our goal is to take the stress and uncertainty out of the process,” Susan said. “We are committed to helping our clients create a clear and actionable plan for their financial future, no matter where they are in their retirement journey.”

    Susan Swinehart

    Sagepoint Financial offers a wide range of retirement planning services, including assistance with investment strategies, tax planning and estate planning. The company also provides advice on managing the impact of inflation and longevity on retirement savings, as well as strategies for maximizing Social Security and other retirement benefits.

    In addition to offering comprehensive retirement planning services, Sagepoint Financial is also committed to staying at the forefront of the latest industry developments. With recent government changes to retirement planning regulations, it’s more important than ever to have a trusted advisor on your side.

    “As a financial advisor, my goal is to educate and empower my clients to make informed decisions about their financial future,” Swinehart said. “I believe that with the right advice and support, anyone can plan for a successful retirement and protect themselves against various economic challenges while maintaining their longevity.”

    Sagepoint Financial is located in Troy, Ohio, and serves customers in the surrounding area. For more information, visit https://www.financialplannertroy.com/

    Contact:
    Sagepoint Financial
    Susan Swinehart
    [email protected]
    937-339-3285

    To view the source version of this press release, please visit https://www.newsfilecorp.com/release/148201

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