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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

For Businesses

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

Our Services

  • For Individuals
  • For Businesses

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 651-209-2666
Fax: 651-209-2669
Toll Free: 800-813-3413

Email: shall@you-financial.com

7835 3rd St N, Ste 107, Oakdale, MN 55128

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Sonja Hall is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. YOU Financial Services is not affiliated with USA Financial Securities.

Sonja Hall is authorized to transact securities related business and investment advisory services only in states where they are properly registered.  For investment products and services these states include:MN, WI For investment advisory services theses states include: MN, WI. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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