At Wes Young & Associates, we work with business owners, executives and families, utilizing a comprehensive financial planning process designed to coordinate and orchestrate all aspects of each client’s life into a cohesive whole. Our holistic planning approach begins with us spending time with you, asking questions about where you are financially and things that are important to you. Once we have this clarity, we are able to identify and discuss the areas of planning that may be most valuable to what you are trying to accomplish. We then provide you the context you need to choose the best path in each of those areas, and coordinate the ex*****on and ongoing management of the agreed upon direction. CORE SERVICES
- Wealth management
- Retirement planning
- Family protection
- Estate and legacy planning
- Business succession and exit planning
- Executive benefits
- Philanthropic planning
WES YOUNG is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. WES YOUNG is a Registered Representative of securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. WES YOUNG is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Neither WES YOUNG AND ASSOCIATES nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. WES YOUNG AND ASSOCIATES is not owned or operated by New York Life Insurance Company or its affiliates. CA ins lic .
6200 Bridge Point Pkwy. Building IV, Suite 300
Austin, TX 78730
(512)329-4286
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered branch address:
3300 Scenic Valley Drive
Leander, TX 78641
