Wes Young Email & Phone Number

Austin, Texas Area

At Wes Young & Associates, we work with business owners, executives and families, utilizing a comprehensive financial planning process designed to coordinate and orchestrate the many aspects of each client’s life into a cohesive whole. Our holistic planning approach begins with us spending time with you and asking questions about where you are financially and the types of things that are important to you. Once we have this clarity, we are able to identify and discuss the areas of planning that may be most valuable to what you are trying to accomplish. We then provide you the context you need to choose the best path in each of those areas, and coordinate the execution and ongoing management of the agreed upon direction.CORE SERVICES- Wealth management- Retirement planning- Family protection- Estate and legacy planning- Business succession and exit planning- Executive benefits- Philanthropic planning

Topics include: · “From Busy to Rich” – Thinking that changes your financial future· “From Busy to Rich Business” – Thinking that changes how you build wealth· “What do you do?” - The most profitable question you’ll ever answer· “Are We There Yet?” - Thinking that creates sustainable progress· The “Why” Approach to Planning – Taking people from busy to rich· “The Priority Principle” – Preparing to receive the life your looking for· “The Exit Strategy” – Thinking that creates options

Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.----------WES YOUNG is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, FL, IA, LA, MA, MI, MT, NY, TX, and WI. No insurance business may be conducted outside these states referenced. WES YOUNG is a Registered Representative of securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer and licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, IA, LA, MA, MI, NY, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced. WES YOUNG AND ASSOCIATES is not owned or operated by NYLIFE Securities LLC or its affiliates. WES YOUNG is also separately registered as investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser offering advisory services in the states of CO, FL, IA, LA, MA, MI, NY, TX, and WI. As such, these services are strictly intended for individuals residing in these states. Neither WES YOUNG AND ASSOCIATES, its employees nor New York Life Insurance Company or its affiliates offer tax, legal or accounting advice.