FINANCIAL PLANNING | PORTFOLIO MANAGEMENT | INSURANCE | ESTATE PLANNING
RYAN W YORK | FINANCIAL ADVISOR | 315.396.2042 | RYAN@YORKWM.COM
RYAN W YORK | FINANCIAL ADVISOR | 315.396.2042 | RYAN@YORKWM.COM
OUR PROCESS
Initial Consultation
Gather and Analyze Information
Initial Consultation
There is no fee for a consultation. We will have a discussion about your situation and our financial planning process then determine if we're the right fit.
Define Your Goals
Gather and Analyze Information
Initial Consultation
Building Wealth? Saving for Retirement?
Paying for College? Estate Planning?
What is important to you at this stage of your life and what would you like to accomplish?
Gather and Analyze Information
Gather and Analyze Information
Gather and Analyze Information
The more we know the better we can help you! Statements of Net Worth/Assets & Liabilities, bank accounts, employer-sponsored retirement plans, pension plans, brokerage accounts, insurance policies, and social security statements.
Provide Recommendations
Provide Recommendations
Gather and Analyze Information
After analyzing the information provided and evaluating your goals, we will provide you with a customized plan outlining different scenarios and the likelihood of success.
Implement Plan
Provide Recommendations
Monitor and Review
"Goals without action are merely dreams"
Time to put your plan to work! We work with you to make the necessary changes needed to achieve success!
Monitor and Review
Provide Recommendations
Monitor and Review
Our relationship does not end there. You sit back, relax, and we take care of the rest. We will have formal reviews annually or semi-annually with check-ins along the way. Or at your request, we're always available.
We're in this together.
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OUR VISION
Integrity
Revolutionizing Advice
Revolutionizing Advice
We believe that managing a client's wealth should be done so with the utmost integrity. We are not a firm that puts our own interests before our client's.
Revolutionizing Advice
Revolutionizing Advice
Revolutionizing Advice
We are not your average financial planning firm. As the financial industry continues to evolve, so do we. Rest assured we are up-to-speed on all current trends and strategies.
Community
Revolutionizing Advice
Community
We strive to be a leader in our community and are involved with many non-profits and charities. We have a responsibility to make the world a better place to live in.
My Blog
RYAN W YORK | 315.396.2042 | RYAN@YORKWM
CONTACT US
York Wealth Management
7421 Oswego Road, Liverpool, New York 13090, United States
Hours
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Disclosures
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. York Wealth Management and Cadaret, Grant & Co., Inc. are separate entities.
Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States
Copyright © 2021 York Wealth Management - All Rights Reserved.
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