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Mission Statement

Eagle Retirement Group is committed to being among the premier independent financial service* firms 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 balancing** to help provide results that assist our clients' in reaching their retirement goals.*

*Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Eagle Retirement Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.

**Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment.

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.

Eagle Retirement Group, LLC

Mission Statement

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