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 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.