Chase Young

As an owner of a Financial Services Practice, I help Executives in the IT Industry create strategies that are designed to address tax efficiency, plan for retirement, and generate ideas to help protect their income and grow their wealth through our personalized financial planning process.

Have you found yourself having these feelings:

?Annoyed by having multiple 401ks from previous employers and want to consolidate?
?Concerned you aren’t saving enough for retirement, not maximizing tax efficient strategies, or Social Security won’t be sufficient?
?Frustrated you can’t find the time to sit down and put in order certain aspects of your financial status?

Perhaps you know you are smart enough to invest yourself. But you have started to question if it’s worth your time. Or you enjoy investing yourself but don’t know if you are on track and if your other financial goals are being accomplished.

Perhaps your time constraints prevent you from sitting down and sorting out important aspects of your finances that may go overlooked.

Well, I’m proud to say that thanks to the expertise and work done as a Financial Professional at Lincoln Financial Advisors, I can help you with things like:

? Consolidating your different investment accounts and provide routine reviews to ensure they align with your appetite for risk.

? Analyze your current financial situation and develop a road map designed to help you reach your desired life goals.

? Provide a sense of confidence that you are on track towards financial freedom and spend more time doing the things you love.

To learn more about how I can help you have a healthy and robust financial outlook, use the contact information below.