Young Financial utilizes a variety of investment and insurance products to fit a client’s needs and wishes, including the following:

  • Individual Stocks
  • Mutual Funds
  • Target Date Funds
  • Exchange Traded Funds (ETFs), to name a few:
    • Stock
    • Bond
    • Short Term Bond
    • International
    • Defined Outcome (Buffered)
  • Traditional Annuities
  • Fixed Index Annuities

This can be accomplished using:

  • Turnkey Portfolios; or
  • Specifically Tailored Portfolios To Your Personal Financial Situation.

Contact us to discuss your situation so that we can work together on a plan for you.