*Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA & SIPC and a registered investment advisor. Fixed and/or Traditional Insurance Services may be offered through Bryon Holz & Associates, which is not affililated with SagePoint Financial or registered as a broker-dealer or investment advisor. SPF does not give tax or legal advice. 

This communication is strictly intended for individuals residing in the states of FL, KY, MO, and NC. No offers may be  made or accepted from any resident outside the specific state(s) referenced.

 IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, 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, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.