Corporate Services

Proper financial planning for any size organization is key to success. A full assessment needs to be conducted, followed up with a carefully constructed plan and strategy. You also want to ensure you’re providing the very best for your employees in order to retain and attract great talent.

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Young American Wealth Management can help you do that. Regardless of the size of your business, Young American WM can set you up for success with our extensive array of superior services and comprehensive knowledge and advice. We offer the following Corporate Financial Services:

 

Cash Management Planning

• Corporate Cash Management Solutions

• Cash Balance Plans

 

Retirement Plans

• 401k Plans

• 403b Plans
   

Corporate Financial Planning

• Buy/Sell Agreements

• Education/Training Seminars

• Nonqualified Deferred Compensation Solutions

• Assistance Meeting ESG and CSR Requirements

• Profit-Sharing Plans

• Key Man Purchases

 

Employee Services

Understanding your employer’s financial options, as well as how to maximize income to best prepare for retirement, requires focus, due diligence and time. Young American WM helps you determine the best solution to meet your goals. We offer the following Employee Services:

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• 401k and IRA Analysis & Advice

• Pension Distribution Options – Lump Sum vs. Rollover

• Stock Planning

• Retirement Planning

• Optimizing Social Security Decisions

• Financial Education Programs

• Integration of Company Plans with Personal Financial Plans

• Preparation for Eventual Transition