It's All About You
Strategies for financial independence
At the end of the day we strive to empower, inspire, and educate all of our clients financially. No matter where you are in your financial journey, our collaboration will be powerful.
Through highly individualized investment plans and open communication, our financial advising services will help you accomplish your financial goals today and for years to come.
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Our Process:
It’s important for us to get to know our clients’ full financial picture prior to making any recommendations. We want to get to know you. your concerns and goals. We want you to get to know us. Having open conversations will be the foundation for a successful long term relationship.
Initial Meeting
When you meet with one of us for the first time we will simply get to know one another. The first meeting is a chance for you to ask questions, share the information about your current finances and future goals. This meeting can be done in person or via Zoom or phone. No recommendations will made until a second or third meeting. We never charge you for this time. Any cost of investing will be disclosed before you establish an account and become a client. Your first meeting is a no pressure interaction with a potential advisor to decide if the relationship is a good fit.
Creating your plan
Then, if you decide that we are a good fit, we'll begin to work together. We will provide you with your recommendations, a full financial plan, if applicable, and suggest any changes that may be required. We'll typically schedule your follow up review meeting a couple weeks out so we can review your new accounts and answer any questions. You'll also and set you up online access so you can track your progress.
Ongoing support
We will meet regularly and check in often. We suggest speaking quarterly and meeting at least annually to review and adjust as needed. As you move towards new chapters in your life, we will be here to help navigate the new waters.
Financial
Advice &
Investment
Management
Investment Services:
Wealth Management
Traditional, Roth, and SEP IRAs
403(b) 401(k)
Stocks, Bonds, and Mutual Funds
Rollovers
Pension Plans
REITs
Alternative Investments
529s and other College Savings Plans
Professional Services:
Full Service Financial Planning
Estate Planning
CPA and Legal Referrals
Insurance: Life and Long Term Care
Third Party Trust Services
Social Security Guidance
Retirement Income Planning
Education & College Planning
Insurance
Services
Life Insurance
Long Term Care
Fixed Annuities
Employee Benefits
Professional Planning Services
Estate Planning
Retirement Services
Education Planning
Income Planning
Financial Coaching
Accounting and Legal Referrals
Got Questions?
We Have Answers!
As Independent Financial Advisors, we represent virtually countless investment products from hundreds of different companies. We are not limited to investment vehicles offered by just one financial firm. Independent Financial Advisors work directly for their clients, offering unbiased investment strategies and advice.
SagePoint Financial, Inc, is part of Advisor Group Inc., one of the largest independent Broker-Dealer networks in the industry. SagePoint Financial, Inc. is headquartered in Phoenix, AZ and is home to approximately 1,700 independent financial advisors, wealth managers, and stockbrokers just like us. Our local branch is located at 550 Cochituate Road, Suite 25, Framingham, MA 01701.
Yes, both Jessica and Samantha are series 66 registered and are proud to abide by a fiduciary standard when providing investment advice to clients. Working with a fiduciary helps you, the investor, which can remove the conflict of interest that may exist when financial advisors earn commissions on certain investment products. Although we do offer commission based accounts when suitable, we are required to uphold our clients’ best interest first.
It’s quite common to have several different accounts set up. If you’ve ever changed jobs, you probably have an old 401(k). We will review your statements for you and prepare the appropriate transfer forms, if it is in your best interest to consolidate your investments and you decide we are the right financial partner.
To ensure each client receives personalized and professional service, we offer standard periodic reviews with our clients. Clients will choose if they want to meet annually, quarterly or even more frequently. Each client will be given direct contact with a Financial Advisor. We personally take and return client phone calls and emails. We are committed to providing you with the best possible service and have ongoing communication systems in place to make sure we are always in touch. Although we are online and have technology that allows us to work remotely, our clients meet us in person most of the time. It’s our pleasure to meet with you face to face.
Our Broker-Dealer, SagePoint Financial, offers their financial advisors a variety of learning opportunities including regional and national educational conferences. These events allow us to practice and keep up with the latest compliance and regulatory procedures and operations. We participate in technology training and various networking events which enables us to keep pace with industry trends, best practices, policy changes and new products. Through active attendance and participation in these conferences, we stay up-to-date on all current industry matters. We are also required to undergo annual compliance training in various areas.
$50,000 is the standard minimum to get started. We are happy to accommodate clients whose household investable assets reach this amount.
We offer fee-based financial planning when suitable and when requested. As independent financial advisors, rest assured that our financial advice strives to be comprehensive and unbiased.
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