Check the background of this financial professional on FINRA's BrokerCheck.
Welcome to SagePoint Financial

We are a full-service, comprehensive financial planning firm committed to empowering the financial wellness of our clients.  Our mission is "to enhance the financial wellness of our clients by bringing to bear our years of experience, knowledge and integrity."  We make the following commitments to our clients: 

  • To provide comprehensive and confidential financial guidance.
  • To listen to client's concerns and needs in order to help identify and prioritize their goals.
  • To recommend financial services and products that meet their individual needs and goals and provide appropriate solutions to the financial problems they are facing.
  • To establish and maintain a long-term relationship as their most trusted advisor.
  • To stay current with the changes in the financial environment in order to provide the most timely and correct solutions as possible.

The Metuchen NJ branch of SagePoint Financial was, until recently also home to Common Interests. Common Interests and Robert Goellner have now moved across town to a beautiful new office suite, which they welcome you to visit. For more information, head to their website. Just click on the image below.

Smiley face
Newsletters
  • Is Smart Beta a Smart Strategy for You?
    Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company's total outstanding stock. This means the
  • Tax Benefits of Homeownership
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax
  • Is It Wise to Trade Your Pension for a Lump Sum?
    Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.
  • Are you ready to retire?
    Here are some questions to ask yourself when deciding whether or not you are ready to retire.
  • What is an ERISA fiduciary?
    The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit
    
PreviousNext
Latest Video Client Alert
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  
 
 
 Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Insurance Services offered by Robert J. Goellner as a licensed agent independent of SagePoint Financial. Common Interests is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, DE, FL, IL, MA, MI, MO, NJ, NY, NC, PA, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.