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Gold Medal Services
Gold Medal Services What Makes Us Different

"The New Standard in Personalized Wealth Management"

Investment "Watch Dog" Service
  • Reviewing your investments and designing a personalized portfolio appropriate and suitable to your individual needs 
  • Year-long, continual monitoring of your investments
  • Quarterly, semi-annual, or annual review meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon
  • Quarterly Statements
  • Provide you with independent advice
  • Commission-free transactions on various investments traded in your professionally managed account
  • Recommendations regarding positioning of investments within your employer sponsored retirement plan such as 401(k) or SIMPLE IRA
  • "Market-watch" letter detailing our firm's research, analysis and view of the current state of the investment markets
Tax Reduction Strategies
  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies 
  • Ongoing review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax professional
  • Recommendations of tax solutions including tax-advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation
Retirement Income & Distribution Planning
  • Analysis of your income needs now and in the future 
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plan and IRAs
  • Analysis of the beneficiaries on your IRAs and how to establish an Inherited IRA
Family Wealth Planning
  • Analysis of your current estate plan, advanced directives, and elder care issues and concerns including long-term care
  • Complimentary consultation with your attorney
  • Analysis of account registrations and beneficiary designations on your investment accounts and insurance
  • Assistance in transferring assets into your Trust
  • Provide guidance and assistance in transferring assets upon death on to your heirs
  • Multi-generational family meetings for legacy planning
Client Services & Communication
  • A Quarterly Newsletter keeping you up-to-date on financial news, topics of interest, and economic issues 
  • Quarterly, semi-annual, or annual reviews
  • Special reports on financial issues such as how to reduce taxes, investments, and estate planning
  • Educational Workshop Meetings helping you become better informed (where you may bring up to 2 guests to join you)
  • Special "Gold Medal" Service and Client Appreciation Events

SagePoint Financial, Inc. does not offer tax or legal advice.

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 2764 Sunset Point Road #600, Clearwater, FL 33759
Phone: 727-724-9499 Fax: 727 724 9438 Email: scerwin@sagepointadvisor.com

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.
 


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