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Products & Services

"Let Us Help You Master Your Money"

We help you achieve your dreams and plan for a secure retirement by independently assessing every aspect of your finances, offering you objective recommendations and financial solutions.
  • Fee-based Advisory Services 
  • Tax planning & tax saving strategies
  • Financial & estate planning including elder-care issues
  • Retirement income & distribution planning
  • Investment Portfolio Asset Management & Third Party Money Managers
  • Pension plans, 401k's, SEP's, SIMPLE IRA's, IRA's Roth & Traditional, & IRA Rollovers
  • College Savings & Investment Plans
  • Group health insurance with optional dental, vision, disability & life insurance
  • Medicare supplement, home health care & long-term care insurance
  • Fixed Annuities & Equity Indexed Annuities
  • SECURITIES: Stocks, bonds, CD's, government securities, tax-free municipal bonds, unit trusts, mutual funds & variable annuities
  • Real Estate Transactions including Multiple Listing Services (MLS) for all residential real estate through Coldwell Banker Residential Referral Network

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 2764 Sunset Point Road #600, Clearwater, FL 33759
Phone: 727-724-9499 Fax: 727 724 9438 Email:

Securities and Investmnt Advisory Services offered through SagePoint Financial, Inc. member FINRA and SIPC.  Insurance services offered through GFC Financial Management and Real Estate Services offered by Sue Cerwin through Coldwell Banker Residential Referral Network. Listed entities are not affiliated with SagePoint Financial, Inc.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company 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, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, FL, GA, IN, ME, MA, MI, MS, NH, NJ, NY, NC, OH, PA, SC, TX, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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