RYFS Difference

We are dedicated to developing lasting relationships with all our clients. Our goal is to build not only a professional relationship with our clients, but also a personal relationship. We believe helping each person become confident in assessing his or her financial goals and participating in the financial management process is important. 

 

First, we take the time to get to know you and develop your personal financial goals. We discuss what is most important to you, not us. We explain the three common ways to work with a financial advisor and let you decided which level of service is right for you.  The three ways to hire a financial advisor are fee based asset management, traditional brokerage services and hourly or retainer engagement.

 

Once we have a clear understanding of your goals, we develop a plan specifically tailored to you. We provide clear, easily understood explanations of financial products and services, not industry jargon.  Rest assured with our wide range of non-proprietary financial products, our loyalty to you is most important - not hidden agendas.

 

After we implement your plan, we don’t forget you. We can actually build your plan into an interactive, secure web portal where your plan is available for you to compare to your current asset and liability values.  As you review your plan and play with potential scenarios we will be notified of those potential changes.  Our office will contact you to discuss your thoughts regarding timely changes to your financial situation and goals. 

 

Continuing to educate and communicate with our clients is a top priority at Rick Young Financial Services. By providing:

 

 

Our clients stay informed.