Broker Check

Jeff C. Young 

480.778.2041 

7373 North Scottsdale Road
Suite D-120
Scottsdale, AZ 85253

Products & Services

We provide assistance in the following areas:

Life Phase Consulting

  • Children' Education
  • Financial Fitness
  • Pre-Marital Financial Consulting
  • Accumulation Strategy
  • Pre-Retirement Planning
  • Distribution Strategies
  • Life Events Planning
  • Social Security Claiming Strategies

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Property and Casualty
  • Health and Disability

Estate Planning

  • Revocable Living Trust/Wills
  • Gifting
  • Heirs and Beneficiaries

 

Our Pricing Policy

“Of all of the factors that help determine the ultimate success of an investor’s portfolio, the only one over which we at FFEC have full control is costs.  Therefore it is our continual promise to our clients to be extremely competitive in our pricing and in that to provide superior value for them. “

              -Jeff Young      

·        

          We do not charge any fees for initial consultations.  Introductory sessions and data-gathering meetings are without cost.

·         We do not charge the client any fees or commissions until the client receives, in writing, exactly what those costs will be.    This will usually be found under the “Expenses and Costs” tab of the Investment Policy Statement. 

·         While we are predominately a fee-based advisor, some of our offerings are commission-based.  We will never use both for the same investment and we will always advise the client under which classification they fall.