Sagepoint Financial Unveils Comprehensive Retirement Planning to Help People Going Through Major Life Transitions

Troy, Ohio–(Newsfile Corp. – December 15, 2022) – Sagepoint Financial is pleased to offer its comprehensive retirement planning services, designed to help people going through major life transitions like divorce, death, or inheritance to navigate the complexities of planning for their desired financial future.

Led by Susan Swinehart, a seasoned financial advisor with over 30 years of experience in the industry, Sagepoint Financial is committed to providing personalized solutions to meet the unique needs of each client.

“At Sagepoint Financial, we understand that planning for retirement can be a daunting task, and our goal is to take the stress and uncertainty out of the process,” said Susan. “We are dedicated to helping our clients create a clear and achievable plan for their financial future, no matter where they are in their retirement journey.”

Susan Swinehart

Sagepoint Financial offers a wide range of retirement planning services, including assistance with investment strategies, tax planning, and estate planning. The company also provides guidance on managing the impact of inflation and longevity on retirement savings, as well as strategies for maximizing Social Security and other retirement benefits.

In addition to offering comprehensive retirement planning services, Sagepoint Financial is also committed to staying at the forefront of the latest developments in the industry. With the government’s recent changes to retirement planning regulations, it’s more important than ever to have a trusted advisor by your side.

“As a financial advisor, my goal is to educate and empower my clients to make informed decisions about their financial futures,” said Swinehart. “I believe that with the right guidance and support, anyone can plan for a successful retirement and protect against the various economical challenges while sustaining longevity.”

Sagepoint Financial is located in Troy, Ohio, and serves clients in the surrounding area. For more information, visit https://www.financialplannertroy.com/

Contact:
Sagepoint Financial
Susan Swinehart
sswinehart@sagepointadvisor.com
937-339-3285

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