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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.

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Newsletters
  • Four Numbers You Need to Know Now
    When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the
  • Student Loan Debt: It Isn't Just for Millennials
    It's no secret that today's college graduates face record amounts of debt. Approximately 68% of the graduating class of 2015 had student loan debt, with an average debt
  • Expect the Unexpected: What to Do If You Become Disabled
    In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they
  • What is a funeral trust?
    A funeral trust is an arrangement entered into with a provider of funeral or burial services. Prepaying funeral expenses may allow you to "lock in" costs for future
  • What is a pet trust?
    A pet trust is an arrangement to provide for the care and financial support of your pet(s) upon your disability or death. You fund the trust with property or cash that
    
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 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.