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Services

Investment Advisory Services

Offered through SagePoint Financial Services, Inc.

Securities

Offered through SagePoint Financial Services, Inc.

Insurance Services

Offered through Schanna Financial & Insurance Services, Inc.

Financial Planning
Personal Financial Planning helps us determine whether our clients can meet life goals through the proper managing of financial resources and if so, how that can be accomplished.

Wealth Management
The Wealth Management platform is an integrated delivery of the research, investment products and business tools needed to efficiently accomplish all of the critical tasks associated with working with clients in Wealth Management.

Third Party Money Managers
We have agreements with multiple third party money managers that offer a variety of investment styles including mutual fund wrap, sector allocation, tactical management, and separate accounts.

Non-Discretionary IA Services
As a SagePoint Corporate Investment Advisor, I have the availability on a one-time, ongoing or periodic basis, certain non-discretionary investment services to present to Clients.

Investment Research
Expert, reliable, and trustworthy resources for unbiased investment guidance.

Alternative Investments
Are you looking for alternative sources of income, tax strategies and other non-correlated investments? Are you looking for additional diversification?

Fixed Income
What is a corporate bond? How do Treasury Inflation Protection Notes work? Learn more about fixed income products.

Insurance Services
Variable Life Insurance.

Exchange Traded Funds (ETFs)
Ability to search the vast universe of ETFs.

Mutual Funds
Ability to search the vast universe of Mutual Funds.

Retirement Plans
Integration of Traditional & Roth 401(k) plans, 403(b), 457, and Traditional & Roth IRAs focusing on current contributions and distribution strategies.

Variable and Fixed Indexed Annuities
Need help differentiating one annuity from another? Trying to find out which annuities are available. Wondering what is new in the annuity universe?

529 College Savings Plans
"What are the benefits of a 529 Plan?" "Do I have to invest in the in-state plan or can I use any plan?"

Insurance Services
Analysis and implementation of Fixed & Indexed Life, Term Life, Disability, Fixed Annuities, LTC, Medicare Supplements and Health Insurance.

Working through our various resources, Schanna Financial helps you make smart decisions regarding the use of insurance products and insurance based solutions.