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Joseph T. Smith, CFP®

Sagepoint Financial, Inc.

49 Canfield Rd
Morristown, NJ 07960-6936
Phone: (908) 322-2400
Fax: (908) 322-7788

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.