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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.

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.
 


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