Eagle Retirement Group, LLC

Eagle Retirement Group, Your Trusted Financial Consultant

Eagle Retirement Group strives to be among the premier independent financial services firm in North Texas focusing on complex retirement and estate planning issues.  Our services are directed toward busy professionals interested in reaching their financial goals.  We utilize academic research, technology, and advanced portfolio* construction to help provide results that assist our clients' in reaching their retirement goals and legacies.

 

 

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. Corporation makes any guarantee as to the accuracy or completeness of this information.

 *Securities offered through SagePoint Financial, Inc. member FINRA/SIPC

1. This communication is strictly intended for individuals residing in the states of (LIST STATES WHERE THE RR IS REGISTERED TO CONDUCT SECURITIES BUSINESS.) No offers may be made or accepted from any resident outside the specific state(s) referenced.
 
2. 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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

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