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Navigating Personal Finances with Confidence

Managing personal finances can be challenging, especially in uncertain times. As your Personal CFO,

I provide tailored financial plans and strategies to help you make sound decisions and weather

today's storms.

 

How I Assist My Clients

No matter your stage in life, effective financial strategies are key to building a secure future. By

understanding your goals, I work with you to create a plan that provides peace of mind today,

in 10 years, 20 years, and beyond.

Leverage My Experience

• Tax Strategies: Keep more of what you earn.

• Risk Management & Insurance: Protect your assets.

• Investment Portfolio Strategies: Sleep well at night.

• Estate & Legacy Planning: Pass on your assets and values.

• Social Security & Medicare Planning: Maximize your benefits.

• Other Financial Topics: Save time and money, ensuring a secure tomorrow.

 

Why I Do This

Money is more about emotions than math. Years ago, I discovered the joy of helping people achieve their goals. By assisting you in attaining your vision, you can become more self-reliant, leading to more time, money, less stress, and a happier family life. It's all about developing a secure tomorrow.

Let's discuss your goals and review your current financial strategies to see if we're a good fit. Contact me today to start building your secure tomorrow and transform your financial future. Your peace of mind is just a call away.

 

Wendell Brock: Financial Services Veteran

With over 30 years of experience, Wendell Brock has helped countless clients achieve their financial goals. As the principal of Yield Financial Advisors and Yield Tax Advisors, LLC, he leads a Registered Investment Advisory Firm in Texas.

Educational Background

• Bachelor's degree in Financial Planning and Counseling from Brigham Young University

• Chartered Financial Consultant (ChFC) coursework from the American College

• MBA from Utah State University

• E.A. Enrolled Agent with the Internal Revenue Service

 

Personal Life

Wendell is married to Taunie, and together they have six children and fifteen grandchildren. He enjoys photography and woodworking. He and Taunie regularly go camping hiking, and love being grandparents!