Bring The Below To Our Meeting :

Financial Planning Client Questionnaire 

What Should I Bring With Me To Our Meeting


Educational Tools :

Financial Plan Questionnaire "Needs or Self Analysis" 

Client Risk Profile Questionnaire



The views expressed are not necessarily the opinion of SagePoint Financial, Inc. and Alliance Financial Group, and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. 

Investing is subject to risks including loss of principal invested. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can assure a profit against loss. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.


In general, the bond market is volatile as prices rise when interest rates fall and vice versa. This effect is usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.


A Roth IRA distribution is qualified if you've had the account for at least five years and/or the distribution is made after you've reached age 59½. Distributions made prior to age 59 1/2 may be subject to a federal income tax penalty. We suggest that you discuss tax issues with a qualified tax advisor.



Investors should carefully consider the investment objectives, risks, charges and expenses of mutual funds. This and other important information is contained in the prospectuses, which can be obtained by contacting your financial advisor and should be read carefully before investing.


Investing in mutual funds involves risk, including the potential loss of principal invested. Risks vary depending upon the strategy used by the fund as well as the sectors in which the fund invests. hen redeemed, shares may be worth more or less than the original amount invested. 


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