Welcome to YuFinancialAdvice.com

We are dedicated to helping people reach their financial goals, to have peace of mind.

  • Five 401(k) Benefits Myths
    As a small business owner, do you think offering 401(k) is too costly and your business is too small? Thank again. Most of you cannot afford not to offer a retirement plan. Read Five 401(k) Benefit Myths Debunked on Benfitspro.com
  • 3 Questions for Calculating Small Business 401k Provider Fees
    (The following article is from EmployeeFiduciary.com, a low cost 401k provider.) Small businesses have a fiduciary responsibility to pay only reasonable 401k plan fees. The problem? Too many 401k providers bury their fees in complex disclosure documents. When 401k fees are hard…
  • Hidden Costs of 401(k) Plans
    Got a 401(k) plan? Great! But do you know how much you are paying in fees? (Hint: It's not easy for most people to find out exactly how much they are paying, which is why you need an advisor with fiduciary who…

Our services

1

hourly
For individuals who need initial help but can maintain their own accounts. No long-term contract or monthly service fees. Best for people who have steady income with simple long-term financial goals.

2

fixed
For individuals/business owners who need service on projects (retirement plan, insurance analysis etc.) for fixed fees. Once the project is set up, the owner(s) manage accounts. No long-term contract or monthly fees.

3

comprehensive
For people (individuals or business owners) who want comprehensive financial services that provide ongoing maintenance and monitoring. We will coordinate with your tax professional and/or legal advisor as needed.

Financial stability requires a strategy. Do you have one?

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