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CFS Advisor TeamInformation Packet26 W. Dry Creek Circle, Suite 250, Littleton, CO 80120 303-470-5534 303-470-2928 [email protected] www.CFSAdvisorTeam.com

WHO ARE WE?We are a team of financial service professionals who put families first. Our combined talents create a foundation for ourcomprehensive approach toward financial planning – through each chapter of your life. We are unified in our belief that approachable, dedicated, and resourceful service matters most. We recognize the uniqueness of each individual and his or her needs because we too are unique in our approach and our presence.After all, professionalism isn’t always represented bysuits and heels, but instead displayed through advice and service.  We enjoy what we do! Your Goals. Our Guidance.

Comprehensive Financial Services Our approach begins with YOU! We want to know about your dreams, lifestyle, current assets, future goals and risk tolerance. Next, our team will use this information to develop a personalized financial plan for you with appropriate investment recommendations. The CFS Advisor Team values our high quality customerservice. We make your goals our priority. For this reason,we meet regularly to discuss how we are staying on target.A benefit of being a small local business is you can always guarantee you will be talking directly to one of our teammembers -not a robot or customer service representative. We also provide a variety of resources for your convenience, such as flexible hours, online scheduling and account access.

Meet Our Team Bill, Jenn and Jennie

William G. Wilson, Principal Bill is a Principal with SagePoint Financial, Inc. He has worked in the financial services industry for over 30 years.  Originally from Michigan, he has resided in Colorado since 1982. His primary objective is to assist his clients in all phases of the retirement planning process, from asset accumulation and preservation to distribution strategies. Bill holds a series 24, 7, and 66, and is an independent insurance agent. Jennie Nelson, AAMS ® Jennie is an Accredited Asset Managment Specialist and hasbeen with CFS since November of 2013.  She brings 19 years ofindustry experience.  Prior to relocating to Colorado, she lived and worked in Lynchburg, Va and Austin, TX. She has two active children and divides her evenings and weekends between each of their sporting and social events.  Jennie enjoys providing clients with financial solutions that addresstheir individual needs and goals. Jennie holds a series 7 and 66, and is an independent insurance agent. Jennifer Peña, CRPC®  Jennifer is a Chartered Retirement Planning Counselor. She started working with the CFS team in August of 2015. Jennifer enjoys providing her clients with a positive interactive experience from their initial meeting to their regularly scheduled reviews. Her favorite activities include spending time with her family, attending Rockies games, and enjoying the Colorado outdoors.  Jenn holds a series 7 and 66, and is an independent insurance agent.

SERVICES GOAL BASED ANALYSIS OF INCOME NEEDS NOW ANDINCOME AND IN THE FUTUREDISTRIBUTION DEVELOPMENT & IMPLEMENTATION OF METHODS TO FUND YOUR FINANCIAL GOALS PLANNING RECOMMENDATIONS REGARDING YOUR EMPLOYER RETIREMENT PLANS & IRASINVESTMENT FREQUENT REVIEW OF INVESTMENTS SERVICES BUILD A PERSONALIZED PORTFOLIO CONTINUAL MONITORING OF YOUR INVESTMENTS INSURANCE NEEDS ANALYSISFAMILY WEALTH CURRENT ESTATE PLAN & CONCERNS ANALYSIS PLANNING COLLABORATION WITH YOUR ATTORNEY POTENTIAL ESTATE TAX LIABILITIES ANALYSIS

TAX REDUCTION OPPORTUNITIES TO HELP MAXIMIZE TAX PLANNING REDUCTION STRATEGIES COLLABORATION WITH TAX PREPARER TAX ADVANTAGE INVESTMENTSRESOURCES QUARTERLY NEWSLETTERS PERIODIC REVIEWS SPECIAL EVENTS (CLIENT APPRECIATION, EDUCATIONAL, ETC.) SOCIAL MEDIA ENGAGEMENT ONLINE SCHEDULING STRATEGIC PARTNERSFINANCIAL COMPLIMENTARY INITIAL CONSULTATION PLAN ONE TIME FINANCIAL PLAN DEVELOPMENT  -FLAT RATE FEE BASED ON COMPLEXITY OF PLAN OPTIONS ONGOING ACCOUNT MANAGEMENT  -CONSULTATION SERVICES  -QUARTERLY, FEE-BASED ON ASSETS UNDER   MANAGEMENT Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Neither SagePoint Financial nor its representatives or employees provide legal or tax advice.

YOUR GOALS. OUR GUIDANCE.CONNECT VISIT OURWITH US! WEBSITE!SCHEDULE JOIN OUR ONLINE! MAILING LIST! CFS Advisor Team is a marketing name. Securities, insurance and investment advisory services offered through SagePoint Financial, Inc. Member FINRA/SIPC and a registered Jinvestment advisor. Insurance offered by William G. Wilson insurance agent, are not affiliated with SagePoint Financial, Inc. Insurance offered by Jennifer J. Nelson insurance agent, are not affiliated with SagePoint Financial, Inc. Insurance offered by Jennifer A. Pena insurance agent, are not affiliated with SagePoint Financial, Inc.