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Our Belief and Mission Statement
OUR BELIEF:
  • Financial Planning is a calling.
  • The calling of a financial planner is to help people become and stay financially independent.
  • Three primary principles are: Financial Planning, Professional Investment Management and Tax Planning.
  • A good financial plan involves the coordination of investments, insurance, banking, tax planning, estate planning and debt management.
  • It is very rare that an individual, however intelligent and talented, can coordinate these disciplines for his or her own appropriate financial plan. Further, few representatives of any of the traditional, above-mentioned disciplines are likely to accomplish this.
  • The role of a competent financial planner is to pull all these disciplines together in an environment where sound action and direction can result.
We call this very special advisor, YOUR RETIREMENT COACHâ„¢.

 
Corporate Mission: We help clients avoid dangers, take advantage of opportunities and discover strengths. Our objective is to be a blessing. We facilitate and coach our clients in the coordination of prudent Investment Management, Tax Planning and Estate Planning. We seek understanding of, and provide solutions for reaching our client's primary goals and objectives. We help clients avoid financial landmines (dangers). We assist clients in living without financial worries so that they can maintain financial independence and can be blessed to do those things they are called to do (opportunities and strengths).

     
Corporate Vision: We consider our corporate vocation as a calling and type of ministry. Our desire is to help clients achieve and enjoy the fruits of their labor by maximizing the impact they have and the reach of that impact. We also want to assist clients in being prosperous to do more for themselves and their important values and relationships. We are a funnel, not a bucket.
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 Financial Planning and Investment Advisory Services offered through Yeomans Consulting Group, Inc. YourRetirementCoachâ„¢, a registered investment advisor not affiliated with SagePoint Financial, Inc. Securities offered through SagePoint Financial, Inc. a registered broker dealer member FINRA/SIPC.

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.

SOCIAL MEDIA DISCLOSURE
Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performance. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, NC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.