Free Financial Analysis

Only a small percentage of American families achieve significant levels of financial success. Wouldn’t you like to be one of them?

The key thing that separates the those that are successful from all the rest is that they have a clearly delineated, written game plan to achieve their financial goals. We feel that the most critical aspect of obtaining financial success is the development and implementation of a financial game plan.

York Independents has made it our mission to help our clients join the successful.

We understand that handling finances is not a favorite pastime for most… fortunately, it is for us. We love to help families better understand the financial marketplace and navigate through it with ease. Therefore, we make it as stress free as possible. We review your current financial situation and listen to your concerns, and then we discuss your future goals and dreams.

Through the discovery process we are able to build you a free Financial Needs Analysis (FNA) which is a snapshot of your finances today and a road map to your financial goals.