Once Upon a Goal
A New Way to Look at Your Bucket List
Surprise! You’ve Got Money!
We understand that everyone is different and work hard to understand your own unique needs, situation, risk tolerance and goals. This allows us to develop custom strategies for you to confidently pursue your goals.
Andrew Yale, president of Yale Financial Consulting has been in the financial industry for over 20 years. LPL Financial is the largest independent broker dealer in the country and has a history dating back to 1989, as reported by Financial Planning Magazine, June 1996-2018, based on total revenue. With this experience we can help you prepare for whatever life brings.
We believe in treating all clients with the honesty, respect and high level of service they deserve. Clear communication is important and allows us to understand your preferred method of communication along with your values, which allow us to create a service experience and financial plan that is uniquely yours
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Yale Financial Consulting, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.