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Services

Services For All The Stages Of Your Life

When was the last time you evaluated your financial picture? 

Many investors view their financial plan as simply as investment portfolio. However, financial planning is so much more than investment advice. We can provide you a full spectrum of financial services, either directly through us or through our respected associates.

Financial Planning

Investments

Taxes

Mutual Funds

Annuities

Stocks

Bonds

Retirement

Life & Disability

College

Insurance

Life

Health

Medicare

Long Term Care

Disability

Set up Qualified Plans

SEPs/Simples

401(k)s/403(b)/457

Minimum distribution

IRAs/Simple IRA

Defined Contributions

ESOP

Estate Planning

Living Trust Accounts

Family Trust Accounts

Charitable Trust Accounts

Estate Tax Reduction

Asset Protection

Succession Planning

Additional Value Added Services

Prepare a financial plan

Explain a financial plan

Help implement a financial plan

Review and analyze your financial position

Prepare asset allocation

Prepare product information

Facilitate movement of assets

Process transactions

Review statements

Monitor product performance

Provide tax projections

Write letters on your behalf

Assist with IRS correspondence

Consult with your employer regarding benefits

Consult with your attorney, tax preparer, and insurance agent

Preview presentations from financial salespeople

Balance our accounts (for accuracy)

Assist in developing an investment policy

Provide ongoing financial education

Actively manage your accounts

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

michele@micheleyoung.com |  (714) 730-5271