DeYoung Financial Group
We know that you can purchase financial products and services from anyone. Financial institutions and the media are bombarding us with information about finances in today's marketplace. How do you know which information is right for you?
Successful people know that it is not a product or service that will provide you with financial happiness, but the strategies you use that will make the difference. In golf terms…it’s the swing, not the club.
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DeYoung Financial Group
Cherry Hill, NJManasquan, NJNew York, NY
The information on this site is intended for the residents of NJ, PA, NY, CT, CO, MD, MI and FL. The agents of The DeYoung Financial Group are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Christopher DeYoung at 856-673-4092. Christopher DeYoung is a financial specialist of The Guardian Life Insurance Company of America (Guardian), New York, N.Y. Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY 10004, 888-600-4667. The DeYoung Financial Group is not an affiliate or subsidiary of PAS. PAS is a member FINRA/SIPC. WWW.FINRA.ORG and WWW.SIPC.COM The Registered Representative is securities licensed in NJ, NY, PA, CO, CT, FL and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states. The Living Balance Sheet® and logo are registered trademarks of the Guardian Life Insurance company of America, New York, NY.Neither Guardian, nor its subsidiaries, agents or employees provides tax or legal advice. You should consult your tax and legal advisors regarding your individual situation.The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
* Securities products and services offered through Park Avenue Securities, LLC (PAS) , (2431 Atlantic Avenue, Manasquan, NJ 08736 (732) 528-4800.)PAS is a registered investment advisor and broker/dealer. DeYoung Financial Group is not an affiliate or subsidiary of PAS or Guardian.
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
© Copyright 2005-2011, The Guardian Life Insurance Company of America
PAS is a member FINRA, SIPC.
Our Process
Our focus is on efficiency, cash flow, and control. We help our clients to realize the lost opportunity cost on bad financial decisions. You probably own a variety of financial products and have made many financial decisions. Each product and financial decision most likely has been made individually and without much thought of integrating them into a skillfully coordinated and efficient plan. Our process utilizes a financial model to assess, evaluate and measure each financial decision in the macro economic whole environment.
When DeYoung Financial Group engages in the meeting process they want to make all time spent as productive as possible. Usually they will start with a phone conversation before a physical meeting takes place. This allows Chris to fill you in on expectations, his process, and it is designed to help him understand what team members he might need to put into place to handle your expectations. It also allows you the time to build comfort in DeYoung Financial Group and our process.
Let’s take a look at the approach and process that you will go through:
1. Identify where you are and where you want to be
Through an in-depth interview process DeYoung Financial Group will start to determine objectives from which they will identify advantages and/or disadvantages of your current financial position. Keep an open mind and you will start to gain knowledge about finance that you never knew existed.
2. Recommendations and Implementation Report
After the initial meeting you will receive a recap of the first meeting which includes an implementation report. Their promise to you is to deliver a plan that is complete, agreed upon, and is a reflection of the very best financial strategy unique to only you.
3. Implementation
The goal is to help you feel comfortable through raising your awareness to often unknown, overlooked tactics, products and services. The goal during the implementation phase is to optimize your wealth through a reconstruction and repositioning of what you currently are doing to give you more power and control over your financial life. Your plan needs to work efficiently. During this phase you will be presented a personalized, comprehensive financial model for your approval and DeYoung Financial Group will work with you on the fine tuning.
4. Reviews
In life things change constantly… Taxes, planned obsolescence, the cost of living all are eroding factors that work against your ability to build wealth. Depending upon your needs DeYoung Financial Group will set up a review schedule with you to meet the realities of today’s changing world!