Our History

The experienced team of professionals associated with YFC will strive to educate our clients and HELP them achieve their goals and objectives. We utilize the expertise of other professionals, such as certified public accountants, attorneys, and certified financial planners to HELP coordinate and implement each clients unique financial program.

Meet Our Team

Our Guiding Values

A stack of papers on a desk. The page at the top of the pile has graphs and charts on it

Invest in Relationships

Our business is built on Trust and trust is built on relationships. Make smart decisions that enhance long term relationships. Strong relationships enable us to work through difficult issues and challenging times more successfully. 

Financial advisor

Deliver Results and Honor Commitments 

Do what you say you're going to do, when you say you're going to do it. We reward and celebrate results. Follow up on everything and take responsibility to ensure that tasks get completed. Set high goals, and hold yourself accountable for achieving those results. 

Business meeting

Do The Right Thing, Always and Go The Extra Mile 

Demonstrate an unwavering commitment to doing the right thing in every action you take in, every decision you make, especially when noone is looking. Be willing to do whatever it takes to accomplish the job...plus a little bit more.  

Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.

Contact Us