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:
- Short Term Bond
- 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.