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Our Services

Consistent with everything we do at YOU Financial Services, the focus is on You, your goals and your objectives. Occasionally, clients will want to focus on a specific area, such as Individual Retirement Accounts or life insurance. Most often, we provide comprehensive financial planning, addressing many areas. Our services are tailored to address your specific concerns.

Some of the many products and services are listed below:

For Individuals

  • Retirement Planning
  • Social Security Maximization Analysis
  • Investments, Asset Allocation Review & Portfolio Management
  •  Insurance
    • Life Insurance
    • Long Term Care Insurance
    • Disability Insurance
  • College funding and 529 Plans
  • Short term, mid-term and long term goal planning
Learn more

For Businesses

  • Group Retirement Plans
  • Buy-sell Planning
  • Executive Compensation
  • Group Insurance Benefits
    • Medical Insurance
    • Dental Insurance
    • Short Term and Long Term Disability
Learn more

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