Rodney D Young Insurance

SpecialtiesI help clients to develop and implement individualized total wealth management plans. I specialize inworking primarily with successful individualsand small businesses who have accumulated $200,000 or more of investable assets. I use a disciplined five step process to comprehensively identifyeachclients unique wealth management issues and create a customized plan to address those issues. I have at my disposal awide range of independent investments and services that we can use to fill thegaps ina client's wealth management plan. We also work hand in hand withtax and estate professionalsto create the legal framework needed to protect our clientswealth in this ever changing tax and estate law environment.