Products and Services

We help to develop the confidence that your financial future is secure. Before we make any recommendations we’ll start with a thorough examination of your income and expenses, assets and liabilities, investments, goals and timelines, tolerance for risk, and finally taxes.

You can rest comfortably in the knowledge that DeYoung Financial will integrate every aspect of your financial future – from investment strategies to making your assets truly work for your benefit.

Please find a list of all the products and services that will be explored as DeYoung Financial works on creating your unique plan.

Individual, Family, and Business Owner Planning Services Include:

ESTATE PLANNING

  • Wealth Building and Conservation

WEALTH BUILDING STRATEGIES

INVESTMENTS STRATEGIES

INSURANCE PLANNING

  • Life, Disability Income, Medical*, Long Term Care

COLLEGE FUNDING STRATEGIES

RETIREMENT PLANNING

  • IRAs and other pension and tax advantage vehicles

BUSINESS PLANNING

  • Buy-sell Funding
  • Business Continuation/Succession Planning
  • Key Person Protection
  • Business Overhead Expense Protection
  • Business Loan Protection
  • Salary Continuation Alternatives

EMPLOYEE BENEFITS PLANNING

  • Pension Plans
  • 401(k) Plans
  • Split Dollar and Executive Bonus Plans
  • Deferred Compensation Planning

GROUP LIFE AND HEALTH BENEFITS

  • Long-Term Disability Protection
  • Group Major Medical*
  • Group Dental

INVESTMENT PRODUCTS

  • Fixed or Variable Annuities*
  • Mutual Funds

STRATEGIC ALLIANCE PROGRAM

  • Strategic Alliances and Joint Ventures

 

*Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

*Medical Insurance products and services are not offered by Guardian

  • 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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WWW.FINRA.ORG and WWW.SIPC.COM and WWW.BROKERCHECK.FINRA.ORG Important disclosures WWW.GUARDIANLIFE.COM/DISCLOSURES Securities products and advisory services offered through Park Avenue Securities LLC (PAS) member FINRA www.finra.org, SIPC www.sipc.org. OSJ: 2111 Route 34 Wall, NJ 08736 732.528.4800. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. DeYoung Financial Group is not an affiliate of subsidiary of PAS or Guardian. This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. 2015-7637 Exp. 06/17