Oakpoint Financial

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Overview of Services | Corporate Retirement Plans

Our team approach always begins with listening to you.

Our corporate clients rely on our insight into retirement plan design, consultation and corporate benefits.
Oak Point Financial, LLP seeks to provide focused, full-service* defined contribution consulting services to employers looking for efficient, effective solutions needed to maintain a highly confident retirement plan.

As a plan sponsor of a qualified retirement plan, what are you doing to enhance investment opportunities for employees? What are you doing to increase participation? What are you doing to protect yourself from fiduciary liability?

We provide focused, full service defined contribution consulting services to employers looking for efficient, effective solutions needed to help maintain a successful retirement plan.

“Under Promise, Over Deliver”

Upon being hired, we will provide a written promise detailing the specific services provided, and the corresponding frequency. This way clients can periodically compare the written “promise” with the actual “delivery” of those services.

We believe we have developed meaningful relationships with a wide variety of clientele over time and provided dedicated services to plan sponsors. We are proud of our commitment to excellence and will work hard to develop a strong and lasting partnership.

Cash Balance Pension Plans
401(k)
403(b)
SEP IRA
SIMPLE IRA
Executive Benefit Solutions

*Securities, insurance products, and investment advisory services offered through SagePoint Financial, Inc. and its affiliates, member FINRA/SIPC and a registered investment advisor. Certain insurance products are offered by licensed agents independent of SagePoint Financial, Inc. Oak Point Financial, LLP is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. SagePoint Financial, Inc. does not give tax or legal advice.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, KY, MA, MD, NC, NY, OK, OR, PA, RI, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Licensed to sell insurance in: CA, CO, FL, GA, MD, OK and TX.

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.