Our approach to delivering comprehensive financial services always starts and ends with you, our client. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and some of the life transitions that you may be going through. Through our consultative process, we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist.
Investment Concepts, Inc. Elite Advantage: To attempt to eliminate economic and financial uncertainty from your life.
We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. These include:
- Our Quarterly "Market Watch" Newsletters to keep you apprised of the most current planning options
- Quarterly, semi-annual or annual reviews: whichever works best for you
- Individualized reports on how to help reduce your taxes and other important topics
- Client Appreciation Events where you may bring up to 2 guests
*SagePoint Financial, Inc. does not offer tax or legal advice.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.