Paul D. Hein, CFP<sup>&reg;</sup> - Financial Advisor

Paul D. Hein, CFP®

MBA,

SagePoint Financial, Inc.

220 W Washington St, Ste 300
Marquette, MI 49855
FINANCIAL ADVISOR'S WEBSITE
1-888-378-6346
+1 More Number
(906) 226-2977

General

Paul Hein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SagePoint Financial, Inc. in Marquette, MI and the surrounding communities.

Financial Advisor Overview

  • Holistic financial planning with a core-specialty in the art and science of investing.
  • We strive to provide solutions to help our clients retire securely and leave lasting legacies to their families and charities.
  • Service solutions involving: Investment management; tax-deferred investments (IRAs, annuities, pension plans), long-term care insurance, life insurance, disability insurance, private foundations, donor-advised charitable funds, estate planning and special needs planning.
  • Full disclosure involving: Investment performance; ongoing investment service, and all-in costs.
  • We also strive to help non-profit organizations invest their capital for improved cash flow and growth potential.

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Financial Advisor Experience

  • Certified Financial Planner since 1992.
  • Investment advising since 1993 (full-time).
  • Independent advisor since 1997.
  • MBA - Finance, Michigan State University 1990

 

 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Michigan
  • Fixed annuities: Michigan
  • Variable annuities: Michigan

Broker-Dealer Affiliation

Sagepoint Financial, Inc.

Broker-Dealer Disclaimer

Securities, insurance and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. SagePoint Financial, Inc. does not provide tax or legal advice.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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Helpful Financial Planning Resources