Your Dreams Matter
At York Independents, Inc., we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Preserve the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Long-Term Care Strategies
Medicare Supplement Insurance
Medicare Rx Plans
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Legacy Planning
Tax Planning
Wealth Management opportunities are offered through YI Wealth Management. Sean Clark is an Investment Adviser Representative of and investment services offered through Royal Fund Management, LLC, a SEC Registered Adviser.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. York Independent Financial is not affiliated with or endorsed by the U.S. Government or any governmental agency.Â
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
