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Colleyville, TX 76034

Office: 817 283 9787

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Retire Guides is a marketing name for securities, insurance, and investment advisory services offered through SagePoint Financial, Inc., member FINRA / SIPC.
This communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Neither SagePoint Financial, Inc., nor its registered representatives, offer tax or legal advice.
Broker Dealer Disclosure: Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned
and other entities and/or marketing names, products or services referenced here are independent of SPF.

Blue Sky Disclosure: This communication is strictly intended for individuals residing in the state(s) of Texas…  No offers may be made or accepted from any resident
outside the specific state(s) referenced.

1 Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

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