About Us
YFM is a Registered Investment Adviser (RIA) Firm located in Cordova, Tennessee. As a part of our fiduciary responsibilities, we offer our members/clients a holistic approach to family financial planning. Our core business principles are also driven by our desire to ensure each client has a plan for their financial and legal success today, tomorrow, and into the next generation.
What’s more, as a reputable fiduciary financial planning firm, we are dedicated to providing comprehensive and personalized financial solutions. Our services are also tailored to meet the unique needs of each respective client. Additionally, our team of experienced fiduciary financial planning professionals can guide you through every step of your financial journey. Thus, we can ensure that you meet your financial goals with precision and care.
Services Offered - Reliable Fiduciary Financial Planning You Can Count On
Financial Planning: We create customized financial plans that align with your long-term goals. Thus, helping you navigate life’s financial complexities with confidence.
Legal – Trust, Will, Power of Attorney, & Estate Planning Services: Also, our legal experts assist in drafting and managing essential estate planning documents. With this, we can help protect your assets and ensure your wishes are honored.
Life Insurance & Annuities: In addition, we offer a range of insurance products that provide financial security and peace of mind for you and your loved ones.
Accounting, Tax Preparation, and Bookkeeping: Also, our tax professionals and bookkeepers ensure your financial records are accurate and compliant. Thereby, maximizing your tax benefits and minimizing liabilities.
For our members, we offer these services and subscriptions at discounted rates. Thereby, providing exceptional value and support. Non-members can also benefit from our highly competitive rates. Thus, ensuring that everyone has access to top-tier financial planning and advisory services.
Services
