If you are looking for a financial advisor or a second opinion to your current advisor, and trust, integrity, character and tremendous knowledge are high on your list of critical factors, I would like to offer you my services and financial planning skills. I cannot promise to be available as I limit the number of people I can serve in order to be available for all of my client’s needs.
Hello! My name is Sandy Young. I pride myself on providing to my family of clients advice centered around trust and integrity.
I help them better diversify their portfolio, reduce their taxes, reduce fees, and give them a greater confidence about their financial future in achieving the lifestyle they desire.
During my many years of experience, I have developed a passion for serving others and learned that each potential client’s goals require a custom approach. I deep dive into what matters most to you, and build your financial plan accordingly. I make the complex simple for my clients by untangling what can often be confusion and fear, and provide fantastic clarity around their future.
I take the financial well-being of my clients extremely serious and live my life and career with one major focus: helping you reach every dream and goal you have for your retirement LIFESTYLE.
I judge the success of my advice and guidance not by how high I can get a client’s portfolio balance (even though growth is significant), but rather help them reach and maintain their desired lifestyle. Maybe you dream of a second home on the beach. Maybe your dream is traveling the world or even paying your grandchildren’s education. My goal is that you never again worry about running out of income. Achieving your dreams and making sure you have all the income and money you need is the basis for measuring my success as a financial advisor.
I work as a fiduciary advisor, meaning I always will put your need ahead of my own and trust that by helping my clients they have a wonderful and fulfilling retirement.
I you would like to inquire and see if I am accepting new clients, learn more about my services, and becoming part of my family of clients, please contact me by phone or email at firstname.lastname@example.org