Yates Financial Group has found that clients can create wealth, but sometimes they lack the concurrent understanding for what else is necessary.  We show them how to continue to grow it, to keep it free from lawsuits and societal predators, and to pass it on in the form of a legacy that lasts for generations.  We endeavor to do that with integrity, objectivity, confidentiality, diligence; and finally as consummate professionals.

We introduce advanced and world-class strategies in the following areas:
  • Asset protection (liability elimination and/or control)
  • Expense reduction (legal and business fee reductions)
  • Tax Planning (discharging businesses and assets with less capital gains impacts)
  • Tax reduction (federal/state income, FICA, capital gains, and inheritance)
  • Profitability increases (gains from the above four factors)
  • Retirement acceleration (compounding the above factors

    • There is no fee/charge for our initial hour of consultation.  Contact us today.
    The Blueprints For Tomorrow® Program is a series of blueprints that help you deal with the “what-ifs” that keep you lying awake at two o’clock in the morning staring at the bedroom ceiling. Created by Nate Sachs, The Blueprints For Tomorrow® Program will help you protect what you’ve worked so hard to create, increase the financial potential of your business, and sleep soundly at night.
    Thousands of doctors age 45 and older will be challenged by the task of recovering losses of savings and accumulating sufficient savings to finance their lifestyle costs through their life expectancies by their age 65.
    What You Can Do?

    The Society for Financial Awareness (SOFA) strives to create and maintain a national presence of excellence through its membership.
    It is our aim, it is our commitment to:
  • Eliminate Financial Illiteracy
  • Enlighten the public through Financial Education
  • Empower all individuals to take charge of their finances
  • Embrace our communities by building relationships through trust, integrity and public service