Close Menu
BestNewsOnline
    Facebook X (Twitter) Instagram
    BestNewsOnline
    • Retirement planning
    • Insurance
    • Real estate
    • Subscription
    BestNewsOnline
    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
    WhatsApp Facebook Telegram

    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

    Add A Comment
    Leave A Reply Cancel Reply

    What's hot

    Lewis Hamilton makes retirement plans after private talks with other sports stars | F1 | sport

    October 27, 2022

    REAL ESTATE | News, Sports, Jobs – SalemNews.net

    November 19, 2022

    Lamborghini seized after motorist drove friend’s car without insurance

    January 23, 2023

    Cutter family finances: Inflation, volatile stock market… – CapeNews.net

    January 6, 2023
    Don't miss

    US farmland escapes housing crisis as prices soar to record highs | Agriculture

    December 23, 2022

    For sale, $2.499M house on Jerusalem Road

    November 22, 2022

    City’s reliance on property taxes grows despite pandemic struggles in sector: report

    October 21, 2022
    Picked for you

    LACERA invites tenders for the system’s emerging real asset management program

    Retirement planning February 2, 2023

    The Los Angeles County Employees Retirement Association invites proposals from qualified companies to implement the…

    BestNewsOnline.net is owned and managed by

    Top10 International FZ LLE
    Office 2002, 20th Floor, Creative Tower
    Fujairah, United Arab Emirates
    TRN: 100608946800003

    • Home
    • Contact us
    • Privacy policy
    • Terms and services

    Type above and press Enter to search. Press Esc to cancel.