Profile of Services: We help navigate through changing financial planning and investment needs associated with the many "life transitions" we experience as individuals, families, and businesses. We work with everyone on a personal as well as a business level. We are invested in your success and value long-term relationships. We conduct ourselves with honor and integrity. Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group. SPF is separately owned and other entities and/or marketing names, products or services references here are independent of SPF.