top of page
Store Owner Using Laptop

WORK 
WITH  US.

Looking for financial clarity? Look no further.

YGC Wealth offers comprehensive financial planning for aspiring entrepreneurs, first-generational wealth builders and thriving professionals.

        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

  • $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.

YOUR

bottom of page