We specialize in designing comfortable insurance and investment portfolios for companies and individuals. We assist our clients in developing comprehensive plans to accumulate wealth through tax minimization and diversification.
Retirement Planning:
Roth IRA and IRA management accounts
IRA and 401(k) rollovers
SEPs, Single Ks and KEOUGHs
Simple IRAs, defined contribution 401(k) and 401(k) Roth plans
Comparability & discretionary profit sharing plans
Pensions maximization and coordination
Target defined benefits plans
Life Insurance:
Business & personal insurance
Buy/Sell agreements
Equity building & term contracts
Short pay & High cash value plans
Selective executive & deferred comp plans
Mortgage and dependent protection
General Savings & Investing:
Cash management & portfolio development
Money market funds
Mutual funds - treasury funds
stock & bond investments
Tax-deferred, tax free and tax-advantaged investments
Variable and fixed annuities/stable value
Tax-exempt unit trusts
Medical Insurance:
Individual, Family, and Group medical coverage
Long term care and asset protection
Disability Insurance:
Income replacement with numerous options and designs
Business overhead expense disability insurance
Key person disability
Buy/Sell disability funding
Education Planning:
Disciplined programs using tax advanataged products & designs
Estate Planning:
Hypothetical probate
Estate resource analysis
Policy audits
Sylvia C. Young is a registered representative of and offers securities through MML Investor Services, Inc.
Young Financial Group, LLC is not a subsidiary or affiliate of MML Investor Services, Inc.
Company Details
- Employees
- 20
- Address
- 701 5th Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning, Life Insurance, Education Planning, Disability Insurance, Medical Insurance, Estate Planning, Corporate Planning, 401(k), Small Business Services.
- HQ
- Seattle, Washington
Young Financial Group, Llc Questions
Young Financial Group, Llc's LinkedIn profile is https://www.linkedin.com/company/young-financial-group-llc
Young Financial Group, Llc has
20 employees.
View email and phone details for 20
employees at Young Financial Group, Llc.
Young Financial Group, Llc's industry is
Financial Services
Young Financial Group, Llc's top competitors are
Tom Bihn,
Young Financial Group Inc.,
Columbia Pacific Management, Inc.,
Butler Seattle & Events,
Wealthcare,
The Pioneer Collective,
Odin + Co.,
Odme Solutions, Llc,
Chief Financial Partners,
Massmutual Northwest.
Young Financial Group, Llc's categories are Financial Services
