We have known and worked with Joe Yocavitch as our financial advisor now for over twenty years. Their expertise and professionalism and warmth and care for people is evident in all they do. We are grateful for their counsel and planning that enabled us to plan and invest for our retirement while continuing to stay up to date and pivot when needed in this ever-changing financial climate. We trust Joe and Lynn and truly appreciate all they have done for us these many years.
Carl and Ruth Davis
We heard about a presentation to be made on a weeknight at our High School and said to my wife let’s go and listen to what is said as were in our late forties and knew we had to get a plan! Joe was very good….he made sense…! After discussing with my wife we made an appointment to meet in his office. After 25 years we have no regrets! We are both now retired and I honestly don’t know where we would be financially if it hadn’t been for Joe. We have had many meetings over the years and as he becomes aware of new strategies he will adapt to our situation. We both feel close to Joe as a friend and advisor and of course to his lovely wife, Lynn, who has gotten answers for me numerous times.
Terence and JoAnn McPoyle
I’m 65 years old, recently widowed and still working full time as a Certified School Nurse. I have three grown children and two granddaughters. My interests include travel, camping, gardening, LBI and family and friend time. I live in my original house (40 years!) and still love my neighborhood.
I believe we were referred to Joe through a coworker of my husband Brian about 25 years ago. We had three young children at the time and were thinking of investing and honestly didn’t know much about what we were doing financially. I worked at the local hospital and Brian worked for Siemen’s at the time; we were both saving/investing through our employers.
Joe approached our situation as a family unit with long term goals. We met where he determined our financial objectives, expense, assets, offered advice on products and services. Next, he connected us with an attorney to have a will, guardianships for the kids established and medical living wills. After my husbands unexpected death Joe jumped right in making sure I understood what needed to be done. All the investments/life insurance programs he had set up for this scenario just fell into place. Joe truly cares about my financial stability and success.
He is always available when I have questions or concerns. What began as a business relationship, turned into a friendship.
Our Industry Tries to Make Personal Finance Complicated. It’s Not.
We aim to rescue people from making bad financial decisions. Through education and coaching, we eliminate confusion, fear, and worry by bringing clarity to financial concepts and solutions. While other approaches can create unnecessary complexity, we give our clients understanding not just about their financial situation, but about the beliefs and emotions that can sabotage their success.