Your Retirement Coach

A Guiding Hand for Holistic Wealth Management

Based in Marietta, Georgia, Yeomans Consulting Group, Inc. empowers individuals and small businesses to take control of their financial future. Our team of experienced financial advisors offer personalized wealth management services to help you achieve your financial goals and aspirations.

Retirement Planning for a Secure Future

Retirement planning is a crucial element of our comprehensive approach. We guide you through the complexities of retirement plans, helping you:

• Maximize your potential returns
• Minimize risk and safeguard your savings
• Develop a sustainable withdrawal strategy for a comfortable retirement
• Learn about different 401(k) options and strategies after a job loss

Strategic Business Solutions

We realize the unique challenges faced by small businesses. We support your journey by offering:

• Business planning and strategy development
• Risk management and insurance solutions
• Employee benefit plan consulting
• Succession planning and transition strategies

Personalized Financial Guidance

Our holistic approach to wealth management considers your unique financial situation, goals, and aspirations. We work with you to:

• Develop a personalized financial plan based on your risk tolerance and objectives
• Track your investments and performance
• Address estate planning and insurance needs
• Review and optimize your financial plan regularly

Building a Strong Team

Our team comprises experienced and certified financial professionals who are dedicated to providing personalized attention and guidance. We believe in:

• Transparency: Open communication and clear explanations
• Accessibility: Responsive service and personalized attention
• Commitment: Working together towards your financial goals

Let's Partner for Success

Yeomans Consulting Group, Inc. is committed to providing exceptional client service and empowering you to make informed financial decisions. Contact us today to schedule a consultation and discover how we can help you achieve financial clarity and security.