The Client Experience
Our clients are like family; we want them to have as much of a stress free retirement as we can manage. A major part of the client experience at Young Financial Services is taking the financial planning process day-by-day, without worrying about future trends. When the inevitable storm hits, we want to avoid panic and instead enforce tactics that help navigate the rough waters.
We run a highly efficient office that is proactive and in constant contact with the client. We aim to meet with clients on a quarterly basis so they are aware with exactly what is going on with their account.
The ideal client is one looking to get serious about phasing into retirement. Our clients receive a thorough education on the process and understand what investment moves are being made on their behalf, as well as why those moves are being made.