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About Us

The financial part of life can be confusing and challenging to deal with. Everyone has an opinion, few have sound advice. Working as your “Personal CFO”, Yield Financial Advisors will provide you with a comprehensive financial plan with tailored strategies and information to help you make sound decisions.

How we assist our clients

Regardless of your stage in life, developing a smart financial strategy can help you build security and enhance life for you – and those you care about. Focused on understanding your goals, we work along side you to develop a financial strategy that ensures your vision is successful today, in 10 years, in 20 years… or more.

We provide simple yet practical solutions for our client’s personal financial affairs. Our investment strategies make sense as do our income tax, cash flow management, budgeting, debt elimination, risk management, estate and legacy planning, retirement planning (including Social Security strategies) and many other strategies; all designed to help you keep more of what you earn. We do all we can to assist our clients to achieve financial independence through using time tested strategies.

No one knows what will happen in the financial markets, will they go up or down? we can not predict the market; but we can, through proper investment portfolio construction, prepare for what will happen in the markets. It is through preparation that we obtain peace of mind.

We invite you to read through our website, read and subscribe to Outside Economics, our weekly blog, download our Form ADV and take our risk profile, Get to know us a bit, give us a call, we would be happy to answer your questions, you will learn why we believe that…we can help you Secure Tomorrow.