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 PlanningPersonal 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 ManagementThe 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 ManagersWe 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 ServicesAs 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 ResearchExpert, reliable, and trustworthy resources for unbiased investment guidance.Alternative InvestmentsAre you looking for alternative sources of income, tax strategies and other non-correlated investments? Are you looking for additional diversification?Fixed IncomeWhat is a corporate bond? How do Treasury Inflation Protection Notes work? Learn more about fixed income products.Insurance ServicesVariable Life Insurance.Exchange Traded Funds (ETFs)Ability to search the vast universe of ETFs.Mutual FundsAbility to search the vast universe of Mutual Funds.Retirement PlansIntegration of Traditional & Roth 401(k) plans, 403(b), 457, and Traditional & Roth IRAs focusing on current contributions and distribution strategies.Variable and Fixed Indexed AnnuitiesNeed 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 ServicesAnalysis 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.