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Our Mission: Wealth Optimization
Our MISSION is to help our clients ENHANCE, PROTECT and SUSTAIN their wealth...

Many of our clients have accumulated their wealth over time; in some cases, over multiple generations. Others have come into their wealth more recently through an inheritance or a liquidity event such as the sale of a business. When it comes to serving our clients, we have a three-fold MISSION, which is to help our clients…

ENHANCE their wealth
PROTECT their wealth
SUSTAIN their wealth


We call this WEALTH OPTIMIZATION.

ENHANCING wealth is about capitalizing on opportunities. It means making smart decisions about where and how to deploy a family’s assets. Some of the best opportunities are not always apparent to the untrained eye. To enhance wealth one must know what to look for and where to look for it. 

PROTECTING wealth is about minimizing threats that can adversely affect a family’s wealth. It is about managing risk in a prudent and cost effective way. Undue risk comes in many forms. It can easily be overlooked until it is too late to avoid. Protecting wealth requires insight and foresight. It demands that we remain diligent and proactive at all times.

SUSTAINING wealth is about stewardship. It is about managing one’s resources with an eye toward the future. When it comes to inter-generational wealth, sustainability depends on the extent to which a family’s values are passed on from one generation to another. Stewardship calls for a strong sense of purpose. It requires that we maintain a clear and meaningful vision; one that is embraced by those who will carry our torch in the future.

Our MAP: The Eight Dimensions of Wealth™
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 Financial Planning and Investment Advisory Services offered through Yeomans Consulting Group, Inc. YourRetirementCoach™, 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.
 


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