Securities offered through SagePoint Financial, Inc.  Member FINRA and SIPC.  Advisory services offered through Scheller Financial Services, Inc, a Registered Investment Advisory firm not affiliated with SagePoint Financial, Inc.

The information contained in this report reflects activity for periods shown and is based on sources believed to be accurate, however it cannot be guaranteed.  It is neither an official statement of your account with, SagePoint Financial, Inc.  nor has the data been audited or verified by SagePoint Financial, Inc.. or Scheller Financial Services, Inc., correspondent, individual sponsor(s) or money managers(s) as to its accuracy.  Please refer to the confirmation notices and client statements that you receive directly form them.  The figures may be net of applicable fees, charges and expenses.  They may include dividends, distributions, additional contributions or withdrawals.  Prices, yields and total returns will fluctuate.  Some securities listed may not be liquid.  Prices shown may reflect an approximate or estimated value, and not necessarily reflect actual selling or market price.  Tax deferred accounts/products (such as variable annuities) have various rules and restrictions that apply regarding accessibility of funds, tax consequences and other factors.