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Products and Services

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.

Estate Planning

Wealth Building and Conservartion

Wealth Building Strategies

Investment 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.

*Investments offered through Park Avenue Securities

*Medical Insurance products and services are not offered by Guardian

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