Velomon Group
James (Jay) Beattey has extensive experience in the finance industry. James (Jay) started their career as a Miner/Prospector at Million Dollar Miner in 2015. In the same year, they joined Velomon Group as a Miner and Prospector, eventually becoming the Chief Executive Officer. At Velomon Group, they focused on promoting financial wellness through education and solutions to various financial challenges.
Prior to Velomon Group, Beattey worked at Fortune Financial Group, LLC from 2004. James (Jay) held the position of President and was responsible for helping individuals achieve their retirement goals through a comprehensive approach. Additionally, they provided training, coaching, and support to financial advisers and insurance agents through Fortune Builder University.
In 2009, Beattey also held the role of President at American Capital Resources until 2013. Overall, they have a diverse background in the finance industry with a focus on retirement planning and financial wellness.
James (Jay) Beattey obtained a Bachelor of Science degree in Marketing from Indiana University Bloomington from 1977 to 1981. James (Jay) then pursued an Executive MBA in Management and Finance from Henley Business School. Additionally, Beattey was associated with Sigma Chi but did not earn a degree or specify a field of study.
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Velomon Group
How is your financial health? We often think about our physical health, but don't consider our financial health. Not only are the two closely linked, but financial health determines lifestyle, influences our relationships, and governs our dreams and aspirations. Shouldn't it get equal billing? We think so. And we think the gap between your current financial health - and what you want it to be - is knowledge. Knowledge about how money works and how to manage our financial lives to create the best outcome. That's why we built the Velomon Financial Wellness center. It is education-based - its FREE - and we can even set up private, 'branded' access for businesses, churches, and membership organizations who want o offer Financial Wellness as an employee or member benefit. We define financial health by four 'pillars' financial health: * Spend - do you pay your bills on time and in full each month? operate from a budget ? * Save - are you actively and consistently funding those plan sufficiently to reach your goals - on time? * Debt - Do you have a manageable debt load a plan to become debt-free? * Plan - Could you sustain a 3-month interruption in income or a $1,000 emergency expense without debt? Get the idea? There's a lot to financial health. Visit our website at www.velomon.com - take a FREE Financial Health Assessment - then open your own account and access the Learning Center. Reinvigorate your dreams. Restore hope. Repair relationships. Reach for new goals. Live a financially health life. We can help.