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About Us

YFM is a membership-based fiduciary LLP firm offering a holistic approach to family financial planning . Our core business principles are driven by our desire to ensure each client has a plan for their financial and legal success today, tomorrow, and into the next generation. Services offered: Financial Planning; Trust, Will, Power of Attorney, & Notary; Life Insurance & Annuities; Tax Preparation and Bookkeeping. For members, we offer services and subscriptions at discounted rates. For non-members, we offer our services and subscriptions at highly competitive rates.

Services

FINANCIAL PLANNING

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Investments, Savings & Retirement

LEGAL SERVICES

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Will, trust & estate planning

ACCOUNTING/TAX SERVICES

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Tax Preparation Services (Personal and Small Business), Debt and Budget Management, Bookkeeping

LIFE INSURANCE

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Try our “quote and apply” features. Easily compare quotes from several companies at once. We are licensed in TN, MO, MS, AR, and AL

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Get In Touch

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