Young Financial Group, LLC

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.