The Young Family is here to help.
When it comes to your future, the stakes are high. The world is complicated and seems to get more complex every day! It can be a little scary and overwhelming, especially if you have a family to provide for. We understand the feeling at Young Family Financial Group and we are here to help.
We’ve been where you have been, and we know that taking action today will set you on the path to financial security and personal freedom. We respect the privilege of responsibility that comes with being trusted with the finances of our community.
Reach your goals for life’s biggest milestones…
…with advice that makes a difference.
Investments
Take advantage of compound interest using tax-efficient investment vehicles and benefit from investment guarantees and protection from creditors. Let us help you select funds that give you the right balance of risk and reward for your financial plan. We will secure your investments and offer peace of mind now and in the future.
Retirement
Age doesn’t matter when you are planning for retirement. The sooner you start, the better off you will be. We use financial planning software to make sure our clients are on track for their retirement income goals so they don’t outlive their money. Income annuities can help you step into retirement with the certainty of a steady income.
Insurance
Insurance protects your wealth accumulation plan in the event of a critical illness, disability or even death. We help you make sure you don’t have to delay retirement or alter your goals if something unexpected happens. The right insurance will help protect the people that you love and, in some cases, even grow your wealth.
Hi! My name is Sierra Young. Let me help you reach your goals.
Planning for financial security is important at every stage of life. Let’s connect and talk about how I can help you evaluate your financial needs and meet your goals in life. No pressure, no obligation and no judgment. I’ll work with you to make your dreams a reality. Reach out and book a meeting today, coffee is on me!
Our Core Values
Set Us Apart
We built our business on the same values we were raised with: Unwavering integrity, empathy for others, sensible strategic planning, engagement in the community, dedicated to informing, educating, and inspiring our clients, committed to leading by example.
Book a meeting today and see for yourself the difference a values-based approach makes for your financial future.
Sierra is wonderful! Super helpful at giving me and my partner an introductory level lesson on financial planning and never made us feel dumb in the process. She’s very respectful to our comfort levels with spending/saving and never made us feel pressured to do something we didn’t want to. I’ve already recommended her to a few friends and will continue to do so! She’s willing to do remote sessions as well which was very helpful during Covid restrictions.
LeeLee Scaldaferri
Sierra is incredible!!! I was wandering into unknown territory (for myself) when it came to figuring out things like life insurance and more. Sierra was helpful from outreach 1 till today. She took the time to carefully outline my needs/wants and taking those into account gave me above and beyond what I was looking for. Not only this, but she is such a thoughtful communicator. Always in-touch within 24 hours and consistently checking-in.
Sierra is the best of the best and I’m so glad we connected! When it comes to the important things Sierra is the go-to.
Sukhmani Purewal
Sierra is incredible!!! I was wandering into unknown territory (for myself) when it came to figuring out things like life insurance and more. Sierra was helpful from outreach 1 till today. She took the time to carefully outline my needs/wants and taking those into account gave me above and beyond what I was looking for. Not only this, but she is such a thoughtful communicator. Always in-touch within 24 hours and consistently checking-in.
Sierra is the best of the best and I’m so glad we connected! When it comes to the important things Sierra is the go-to.
Sukhmani Purewal
Fantastic and personable! Sierra has been great help to me and my partner as we figure out our life plans and financial goals. She’s great at breaking complex topics down and making investments approachable.
I would recommend her in a heartbeat to friends and family alike.
Jarrett P.
Book a meeting today