Meet Our Team

Young Financial Services was founded by Greg Young with a mission to provide transparent investment advice to clients nearing retirement. Our approach to financial planning involves hands-on research and a creative mindset. We understand that building a portfolio is not something you can learn out of a book. We add a personal touch that integrates the unique experience of all our team members. With support from LPL Financial, we are able to provide thorough research from different facets that assist us in making the best decisions on behalf of our clients.

The first step in our process is envisioning the life you want to live in retirement. Every client is unique, and understanding what matters most to you always comes first. 

We prioritize determining the rate of return that is needed for your assets to keep up with inflation and meet your retirement goals. If you don’t know your rate, you will not know if it is reasonable to expect that your goals will be met.

Once your target is set, we can build a portfolio suited to your specific needs. That starts with a real conversation about volatility — as opposed to a checklist of multiple-choice questions and a generated risk score — so the portfolio we build actually matches what you can live with, not just what looks good on paper.

Markets fluctuate. Life changes. We treat planning as an ongoing conversation, not a one-time exercise.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Our clients are like family; we want them to have as much of a stress free retirement as we can manage. 

That means we lose sleep over the "what ifs" of retirement that would keep you up at night — market swings, policy changes, unexpected expenses — and aim to make the worst-case situations more manageable. 

Understanding your plan means you don't have to guess whether it's working. And you'll hear from us first if anything changes.