Kendall Young

Background

About Kendall Young

Everyone should know what they own and how it can help them accomplish their goals now and in the future. I love taking the complex and making it easy to understand. My first priority is to know you and what matters most in your life. Working together, we’ll review your concerns, prioritize your goals, and create a strategy to help you achieve the outcomes you desire. Why - By proactively managing the many facets of your financial world you will have freedom to choose how to spend your time enjoying life’s journey and give you peace of mind for you and your family. Who - Whether you've recently sold a business, inherited wealth, or have a pending retirement, I would welcome the opportunity to help you. I have over 20 years’ experience providing independent and objective advice to clients regarding family wealth management. My focus is on creating and implementing personalized financial strategies that allow you to accumulate tax-efficient wealth, create retirement income and protect your assets. I enjoy partnering with you, your family and your other financial professionals to coordinate your income tax planning, estate planning and insurance. How • Understand your families’ entire wealth picture • Provide guidance and leadership to help clarify your financial goals • Help families’ devise sophisticated wealth management plans • Collaborate with clients’ other advisors to share and achieve best ideas • Deliver complete, accurate, and timely information to help you make smart financial decisions • Invest in alignment with current and future goals including your specific risk profile and cash flow requirements. I hold the Certified Financial Planner CFP® designation. I am past President of the St. Louis chapter of the Financial Planning Association (FPA).