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Our Process

Your investment goals and financial situation are unique. There is no one-size-fits-all solution, and don't let anyone tell you there is. That's where we come in.

As independent financial advisors, we understand the importance of making the right questions, properly interpreting the answers, and making sure that you are comfortable with your decisions. Yes, we are partners in your financial future; but ultimately, our relationship is about YOU.

Through our affiliation with our core carriers, brokerage services, and SagePoint Financial, we can put a broad range of investment management vehicles to work for you, including:

Insurance services: Access a wide variety of insurance products, including guaranteed universal life, indexed universal life, variable universal life, whole life insurance, term insurance, and long-term care.

Annuities: Annuities offer an investment feature, tax deferral and death benefits. Choose between a:
  • Fixed Annuity, which pays a fixed rate of interest over the life of the contract. At retirement, you can collect guaranteed income for life. And, these assets avoid probate.
  • Variable Annuity, which provides professionally managed sub-accounts, allowing for income and capital growth potential.
Mutual Funds: Using a variety of tools and services, I can analyze individual funds and create a portfolio of complementary holdings that matches your objectives and risk tolerance.

Stocks and Bonds: Access all national stock exchange-listed securities and over-the-counter stocks and bonds, as well as a team of professional, knowledgeable traders who are supported by SagePoint's industry –leading technologies.

Fee Based Investment Advisory Services: Pay one fee for the investment advice you receive instead of paying transaction-based commissions; many programs are available.

Other Services: In addition to these investment products, a number of financial services are available to you, including:
  • Estate, family needs, and personal needs planning
  • Pension Maximization 
  • Qualified and non-qualified retirement plans
  • Wealth Transfer
  • Business succession planning
  • Deferred compensation
  • Charitable giving
 Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Sam Greco and Associates Financial Resources is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AK, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, MA, MI, MN, MO MS, MT, NC, ND, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. 

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.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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