Our Services
Yahn Financial Planning is a Fee-Only financial planning and Registered Investment Advisory firm located in Greensboro, North Carolina. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.
We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.
Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Yahn Financial Planning can help you along the way.
Your financial objectives may include:
- Ensure retirement income
- Reduce the burden of taxes
- Minimize the effects of inflation
- Create and preserve personal wealth
- Establish charitable legacies
- Reduce the risk of financially devastating events
- Foster peace of mind through proper planning today
- Personal Financial Planning
- Retirement Planning Strategies
- Cash Flow Spending Plan
- Investment Planning
- College Funding Advice
- Lump Sum Distribution Advice
- Life and Disability Insurance Needs Analysis
- Second Opinion on Investments or Current Financial Plan
OUR MISSION
Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests (please see our definitionsof these words, below).
Please read Seven Steps Process To Financial Success -- then Contact Us to schedule your complimentary, no-obligation Get Acquainted Meeting.
Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started?
DEFINITIONS (FROM ROGET'S INTERNATIONAL THESAURUS)
- Staunch -- Faithful, firm, friendly, reliable, solid, strong, resolute;
- Advocate -- Defender, deputy, friend, justifier, supporter, advisor;
- Fiduciary -- Trustee, financial officer;
- Interests -- Cause, benefit, gain.
