Senglaub Financial has been in the insurance services industry for four decades.  Through SagePoint Financial, we offer retirement plan rollovers and specialize in the needs of retiring business owners, professionals and individuals.

We have many years of experience in dealing with tax issues; providing regular seminars to other financial professionals on tax related investing-the art of using insurance and other investment tools to preserve assets from excess taxation and creditors.

Senglaub Financial Group will do a thorough review of your existing retirement plan*, evaluating whether your current plan accomplishes the goals established for it 5 years ago. We will also evaluate/help create a personal investment policy statement*, integrating such components as investment selection* & monitoring*, always taking into account 404c requirements and fiduciary responsiblities.

Let Senglaub Financial Group provide you with the niche service best suited to your needs. As a family business team, we know how important your legacy is to you. Whether you're a business owner, or looking for guidance with your personal financial planning, let Senglaub Financial Group provide you with the tools to make an informed decision, providing you with a confident retirement.

 

 

*Securities offered through SagePoint Financial.