Financial planning
Financial planning
Tax work and financial planning are easier when the two sides talk to each other. Here is how that works at TEAM.
TEAM prepares taxes and keeps books. We do not provide investment advice, sell securities, or manage money. When a client’s situation calls for that kind of help, we introduce them to Jacob Young Financial.
Jacob Young Financial is an independent financial planning firm that has served individuals, families, and business owners in Santa Cruz County since 2000. Their team is led by a CERTIFIED FINANCIAL PLANNER professional and works on retirement planning, investment management, estate conservation, insurance, and education and legacy planning.
The practical benefit is coordination. When your tax preparer and your financial advisor are talking to each other, decisions get made with both sides of the picture in view instead of one. A retirement distribution, the sale of a business, an inheritance, or a change in income all touch taxes and planning at the same time.
How the introduction works
There is no obligation and no cost to be introduced. If you would like to talk with Jacob Young Financial, tell your TEAM contact and we will make the introduction. If you would rather work with an advisor you already have, we are glad to coordinate with them instead. Your tax relationship with TEAM does not change either way.
What you should know about the relationship
TEAM and Jacob Young Financial are separate companies under common ownership. TEAM does not receive a fee for referring you to Jacob Young Financial. Because the two firms share ownership, we want you to know about that relationship before you decide, and you are under no obligation to use Jacob Young Financial for any service.
Important disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Jacob Young, Registered Representative. CA Life Insurance License # 0B91297. Osaic Wealth is separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. These services are coordinated with a qualified third party.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
This communication is strictly intended for individuals residing in the states of Alaska, California, Oregon, and Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Check the background of your financial professional on FINRA’s BrokerCheck. Osaic Form CRS.