WORK
WITH US.
FIRST GENERATION
WEALTH BUILDERS
In many families, money isn't something that is talked about. 70% of families lose wealth by the second generation - our clients don't have to be part of that statistic. With thoughtful financial guidance that's tailored to their unique goals and lifestyle, YGC Wealth helps our clients create the cycle of generational wealth.
ASPIRING
ENTRPRENUERS
At YGC Wealth, we understand that as a mom and a social media influencer, your business isn't just a job--it's a part of your life, intertwined with your personal dreams and family commitments. That's why we believe your business deserves comprehensive financial planning that reflects all aspects of your life.
THRIVING
PROFESSIONALS
Life can put a lot of demands on our time and money. Our clients are often in a blossoming career but are finding that they struggle to reduce financial stress and make the most of their wealth. That's where we come in!
Looking for financial clarity? Look no further.
YGC Wealth offers comprehensive financial planning for:
CASH FLOW PLANNING
Uncover the full potential of your finances as we align your money with your life's goals and values. Gain peace of mind and diminish financial stress with a budget crafted to empower your lifestyle.
DEBT MANAGEMENT
Tailor a clear, effective strategy to eliminate credit card debt and loans. Experience the relief of reducing your debt and reclaiming your financial freedom.
INVESTMENT PLANNING
Construct a robust, cost-efficient investment portfolio designed to meet your financial goals. Our strategic approach ensures that your investments are both diversified and aligned with your long-term objectives
INSURANCE & RISK MANAGEMENT
Prepare for the unexpected with strategic risk management. Our proactive planning smooths out life’s financial bumps, ensuring you're ready for any situation.
COLLEGE PLANNING
Develop a comprehensive saving and investment blueprint for education expenses. Our strategies are tailored to mitigate the shock of future college costs, making higher education more accessible.
RETIREMENT PLANNING
Design your ideal retirement with strategic foresight. Make informed decisions today to effectively grow and protect your resources for a fulfilling retirement.
EMPLOYEE BENEFIT PLANNING
Maximize your workplace benefits to fortify your financial security. We help you navigate and utilize these essential tools to enhance your overall financial well-being.
ESTATE PLANNING
Articulate your legacy intentions with confidence. We provide guidance in crafting a plan that ensures your wealth is transferred and protected according to your wishes.
Financial planning is exciting work. After our initial onboarding meeting, we’ll align on your vision to ensure that all of your goals and financial history are factored into a collaborative financial plan that is unique to you.
ALIGN ON
VISION
STEP ONE:
Based on our discussions and the information you’ve shared, we’ll propose action steps to better align your financial realities of today with your goals for tomorrow.
IMPLEMENT
YOUR PLAN
STEP TWO:
Lastly, financial planning is never stagnant; as you grow and your dreams evolve, we’re with you every step of the way.
ONGOING
GUIDANCE
STEP THREE:
investment
No surprises. YGC Wealth offers a flat annual fee for clients starting at
-
$5,500 for Individual
-
$8,500 for Couples
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$10,000 for Small Businesses
Our annual retainer service for Individuals and Couples includes discretionary investment management of investable assets up to $400,000 by the firm on an ongoing basis. An asset under management (AUM) fee will be assessed at 0.75% for investable assets above $400,000.