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Financial Checkup
Are you fishing or cutting bait...

As you troll through the waters fishing it is often a good idea to check the lines and make sure nothing is tangled or snagged. In other words occasionally stop and make sure you are on track to catch your trophy fish. The same is true in your financial life.

Occasionally, it is a good idea to stop what you are doing and just take a moment to check where you are at financially.

To check your:
  1. Savings
  2. Investments
  3. Retirement Savings
  4. IRA's
  5. College Funding
  6. Insurances
  7. General Financial Health
Click here and indicate the item you want to check on and you will be contacted.
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 IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

This communication is strictly intended for individuals residing in the states of MN, IA and WI. states where the registered representative is registered to conduct securities business.  No offers may be made or accepted from any resident(s) outside the specific states listed. Securities and investment advisory services offered through SagePoint Financial Services, Inc., member FINRA/SIPC, and a registered investment advisor.  Insurance Services offered through Wenzel Financial Services which is not affiliated with SagePoint, or registered as a broker/dealer or investment advisor. All listed entities are unaffiliated.
 


Check the background of this financial professional on FINRA's BrokerCheck.