jamesasummers.com

SagePoint Financial, Inc.

Financial Advise - helping individuals and small business owners plan their financial goals. financial advisor, financial information, SagePoint, Sage Point, Sage point, SagePoint Financial, Sage Point, Sage Point FInancial, Sageinvesting, retirement planning, financial planning, insurance, long term care insurance, life insurance, SEP IRA, 401(k), IRA, 529 plans, college planning, 403(b), 457, solo 401(k), estate planning, wealth planning, wealth management, rollovers, Roth IRA, SIMPLE IRA, stock market, D

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Financial Advise - helping individuals and small business owners plan their financial goals. financial advisor, financial information, SagePoint, Sage Point, Sage point, SagePoint Financial, Sage Point, Sage Point FInancial, Sageinvesting, retirement planning, financial planning, insurance, long term care insurance, life insurance, SEP IRA, 401(k), IRA, 529 plans, college planning, 403(b), 457, solo 401(k), estate planning, wealth planning, wealth management, rollovers, Roth IRA, SIMPLE IRA, stock market, D

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4 Sage Point

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SagePoint Financial, Inc. | jamesasummers.com Reviews

https://jamesasummers.com

Financial Advise - helping individuals and small business owners plan their financial goals. financial advisor, financial information, SagePoint, Sage Point, Sage point, SagePoint Financial, Sage Point, Sage Point FInancial, Sageinvesting, retirement planning, financial planning, insurance, long term care insurance, life insurance, SEP IRA, 401(k), IRA, 529 plans, college planning, 403(b), 457, solo 401(k), estate planning, wealth planning, wealth management, rollovers, Roth IRA, SIMPLE IRA, stock market, D

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jamesasummers.com

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Mission Statement : SagePoint Financial, Inc.

http://www.jamesasummers.com/Mission-Statement.1.htm

SagePoint Financial, Inc. SagePoint Financial, Inc. James A. Summers, AAMS, CRPS. Accredited Asset Management Specialist (AAMS). Chartered Retirement Plans Specialist (CRPS). CA Insurance Lic. 0D32660. Markets at a Glance. Percent Difference (when noted with %) otherwise Last Price. OSX Oil Service Sector Index. Enter stock ticker symbol:. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Educate yourself on a variety of financial topics. A dynamic library of videos. IMPORT...

2

SagePoint Financial, Inc.

http://www.jamesasummers.com/Guarding-Against-Fraud.c6081.htm

SagePoint Financial, Inc. SagePoint Financial, Inc. James A. Summers, AAMS, CRPS. Accredited Asset Management Specialist (AAMS). Chartered Retirement Plans Specialist (CRPS). CA Insurance Lic. 0D32660. Markets at a Glance. Wealth Management, Financial Planning, Retirement Income Planning, Risk Managment Planning (Insurance). With proper planning, you will know. What is your financial plan? How best to fund your children(s) college costs? Will I outlive my money in retirement? I have obtained the Accredit...

3

SagePoint Financial, Inc.

http://www.jamesasummers.com/learning_center/videos

SagePoint Financial, Inc. SagePoint Financial, Inc. James A. Summers, AAMS, CRPS. Accredited Asset Management Specialist (AAMS). Chartered Retirement Plans Specialist (CRPS). CA Insurance Lic. 0D32660. Markets at a Glance. One survey found that 50% of current retirees had to retire earlier than they expected. Source: Employee Benefit Research Institute, 2015. A Wild Ride: Understanding Market Volatility. Open Video New Window. What Is Investment Risk? OSX Oil Service Sector Index. Markets at a Glance.

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Services : SagePoint Financial, Inc.

http://www.jamesasummers.com/Services.3.htm

SagePoint Financial, Inc. SagePoint Financial, Inc. James A. Summers, AAMS, CRPS. Accredited Asset Management Specialist (AAMS). Chartered Retirement Plans Specialist (CRPS). CA Insurance Lic. 0D32660. Markets at a Glance. WEALTH MANAGMENT and FINANCIAL PLANNING. Mr Summers is an "Accedited Asset Managment Specialist" (AAMS),a certification from College for Finanacial Planning. Mr Summers also is a "Chartered Retirement Plans Specialist" (CRPS) a certification. From College for Finanacial Planning. Manag...

5

Tax Library : SagePoint Financial, Inc.

http://www.jamesasummers.com/learning_center/tax_library

SagePoint Financial, Inc. SagePoint Financial, Inc. James A. Summers, AAMS, CRPS. Accredited Asset Management Specialist (AAMS). Chartered Retirement Plans Specialist (CRPS). CA Insurance Lic. 0D32660. Markets at a Glance. We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies. Access IRS tax forms. Securities ...

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SagePoint Financial, Inc. James A. Summers, AAMS, CRPS. SagePoint Financial, Inc. Markets at a Glance. James A. Summers, AAMS, CRPS. Wealth Management, Financial Planning, Retirement Income, Risk Management Planning (Insurance). I was with a large well known broker dealer for a number of years. I decided I wanted to work with a Select Group of Clients and provide a holistic approach to Financial Planning. I look forward to being part of your financial team. James A. Summers, AAMS, CRPS. Mr Summers has co...

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