Eagle Retirement Group, Your Personal CFO 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. Eagle Retirement Group takes pride in helping our clients plan and structure a sound financial plan for their retirement. Take control of your retirement future by contacting us for a consultation. Eagle Retirement Group is a proud sponsor of the ATP Challenger Series of Dallas held at T BAR M Racquet Club Please be sure to check our seminar page, under 'About Us' tab, to register for upcoming events!
*Securities offered through SagePoint Financial, Inc.
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Eagle Retirement Group LLC |
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15441 Knoll Trail Phone: 972-458-1222 |
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.
1. This communication is strictly intended for individuals residing in the states of (TX, CA, CO, LA and OK.) 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
Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Eagle Retirment Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.