Sage Assurity Financial offers the combined strength of experienced financial services business knowledge and superior enterprise software technology expertise. Our experienced team of financial and technology experts have designed and developed enterprise processes and solutions that range from private label marketing, multichannel sales, pricing and decisioning, to processing, fulfillment, closing, and funding networks. With our full life-cycle knowledge and technology solutions, Sage Assurity Financial offers complete mortgage orignation and underwriting technology, enabling your business to extend all or any part of your operation. Sage Assurity can also design and rapidly implement a custom solution for your business, by leveraging our flexible range of enterprise software frame-u

Over 32 years in the financial industry, focus is on retirement income planning strategy, estate planning and investment planning. Certified Financial Planner (CFP) designation with Series 7 and Series 63 Securities Registration. *Securities And Advisory Services Offered Through VSR Financial Services INC., A Registered Investment Adviser And Member FINRE/SIPC. The Retirement Planning Center Is Independent Of VSR.