Documents and Forms : Eagle Retirement Group, LLC Wealth Management

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. and a registered investment advisor. Eagle Retirement Group, LLC. is not affiliated with SagePoint Financial, Inc [SPF]. or registered as a broker-dealer or investment advisor. Fixed and/or Traditional Insurance Services offered through Eagle Retirement Group, LLC. Eagle Retirement Group, LLC is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

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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.

Eagle Retirement Group, LLC

Documents and Forms

A few helpful items

Document Checklist for your meeting with us

A brief description of our process (chart)

New Client Questionnaire

retirement plan information for small businesses

income tax key numbers

Financial Questions that count

360 LifeMap

G uide to Unfinished Business