In addition to full service financial planning, we provide individual investment brokerage services. If you are looking for individual investments to help bolster your portfolio, contact one of our financial advisors today.

Financial Services We Provide:

  • Comprehensive Portfolio Evaluation
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Mutual Funds
  • Stocks
  • Corporate Bonds
  • Government Securities
  • Tax Reduction Strategies
  • Variable Annuities
  • Fixed Annuities
  • Life Protection
  • Disability Protection

Whether you are a current investor or looking to invest for the first time, SagePoint Financial has solutions for every stage of life. We can help you design a program tailored for your individual needs.

To learn more about investing in today’s markets, visit

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Securities, insurance products, and investment advisory services offered through SagePoint Financial, Inc. and its affiliates, member FINRA/SIPC and a registered investment advisor. Valley Financial Planning is not registered as broker-dealer or investment advisor. Valley Financial Planning and Western States Bank is not affiliated with SagePoint Financial, Inc. Securities are not FDIC insured, not guaranteed by Western States Bank, and may lose value.

This communication is strictly intended for individuals residing in the states of CA, CO, IN, MT, NE, ND, NM, WA & WY. No offers may be made or accepted from any resident outside the specific states referenced.


A broker/dealer, investment advisor, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment advisor, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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