Services
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.
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