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Take Control of Your Investments What we do for you Find out what your Bringing Order to Managing Wealth

Investments

Planning Strategies seeking to Maximize Returns

Investments

Strategic investing promotes financial freedom. Young & Company strives to help you maximize your returns for all your investments. We help you plan for whats important to you including:

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Wealth Building

Risk Management

Experienced Management Consulting

Risk Management

You are looking to preserve your retirement income and you need to protect your assets. Our goal is to help you to protect your wealth and provide you with confidence by researching, evaluating and managing your:

  • Disability and Long-Term Care
  • Annuity Products
  • Investments

Business Services

Navigate Insurances and Benefit Options

Business Services

Your business is our business. We will provide you with options designed to help increase the value of your business, employee retention, and/or opportunies to eventually retire or exit the business with:

  • Key Insurances
  • Life Insurance Options
  • Benefits Packages
Your Young & Company Team

Young & Company

We are a financial advisory and corporate benefits firm that puts relationships not simply first, but at the center of everything. We look at your investments as your reward for a life of sacrifice, determination and desire for maximizing your future. Our passion and experience with financial management, wealth building and business consulting is robust. Meet our partners and discover how we can help first hand.

1910 Towne Centre Blvd., Suite 250, Annapolis, MD 21401 | (410) 494-7766 | info@yco.com

Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Brexit Strategy

Do you know how Brexit will affect you?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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