Welcome to Yeomans Consulting Group, a Financial Advisory firm in Marietta, Georgia. We strive to provide comprehensive wealth management services for every stage of the journey. Our Financial Advisors' mission is to enhance your life by helping create sound, financial strategies that carry you through your desired retirement plans.
We believe small businesses are the backbone of America. At Yeomans Consulting Group, Inc. we do our utmost to help you thrive in today's competitive marketplace. These days, people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our financial advisors' holistic approach focuses on your risk profile and long-term goals.
We believe small businesses are the backbone of America. At Yeomans Consulting Group, Inc. we do our utmost to help you thrive in today's competitive marketplace. These days, people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our financial advisors' holistic approach focuses on your risk profile and long-term goals.
Services
The calling of a financial planner and financial advisor is to help you become and stay financially independent. We understand you have unique needs and specific goals, and we believe those needs are best met through a personalized plan of action. Our approach is easy: We coach and advise clients on how to create and maintain financial independence so they can stay in control of their affairs.
Our MISSION is to help clients avoid dangers, take advantage of opportunities, and discover strengths. Our METHODOLOGY enables us to help understand, plan, implement, and achieve our clients' goals. The internal and external forces that affect a family's wealth - both positively and negatively - are constantly changing.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
The calling of a financial planner is to help people become and stay financially independent. Three primary principles are: Financial Planning, Professional Investment Management and Tax Planning. A good financial plan involves the coordination of investments, insurance, banking, tax planning, estate planning and debt management.
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Carolyn Urbaitis
Oct 24, 2021
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