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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.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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.