Our Approach and Services

While there are hundreds of great planning strategies, there are likely only a handful that are relevant to where you are and what you are trying to accomplish in a given season of your life. That’s why our holistic approach to planning begins by spending time 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 we specialize in that may be most valuable to what you are trying to accomplish. Once we are clear regarding the areas of planning that resonate with you, we spend time providing you the context you need to choose the best path in each of those areas. Finally we coordinate the execution and ongoing management of the agreed upon direction.

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Wealth Management
and Retirement Planning

Wes Young & Associates design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Family Protection

We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.

Estate and
Legacy Planning

Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

Business Succession and Exit Planning

Your life’s work is often one of your most valuable assets. We’ll help you find ways to protect that asset and ensure its viability well into the future.

Executive
Benefits

Most businesses are successful due in large part to talented executives. At Wes Young & Associates, we can suggest a variety of benefit packages to help you retain key employees and attract new ones.

Philanthropy

We can help you design and execute a charitable giving plan that can meet your personal and philanthropic goals while minimizing your tax burden.