Unsure how much money you'll need for retirement?
Our free projection can give you a starting point to plan for.
Do you dread logging into multiple sites to check your balances?
Our program allows you to aggregate all of your accounts in one place while providing some insights along the way.
Your career is just hitting its peak, with retirement still a decade or two down the line. But you understand that now’s the time to start preparing and saving strategically.
With just a few more years to go, you know it’s time to kick your retirement planning into high gear by fine-tuning your financial plan and focusing on your future income.
The retirement party is over and you’re turning off the alarm clock for good. It’s finally time to reap the rewards and weigh your income options to make your money last.
Schedule a Free Introductory Call
In 1978, our founder Pete McGlaughlin started Tax Qualified Trusts, Inc. Jeff Yeakle joined Pete in 2003, as the firm became McGlaughlin Yeakle. In 2013, Pete and Jeff ventured into the Registered Investment Advisory world as they officially formed MY Wealth Management, Inc.
To this day, we’re happy to honor Pete’s vision of providing every client with personalized attention, independent advice and excellent service.
An independent, Registered Investment Advisory (RIA) firm focused on standing by your side as you prepare for retirement, enjoy your independence and pass on your legacy. We understand that life doesn’t always move forward as planned. That’s why we’re here to help you navigate the twists, turns and bumps ahead as you move into and throughout retirement.
In taking our fiduciary duty seriously, our firm is focused on finding solutions that benefit you and your family. There are no hidden agendas or ulterior motives. Instead, we only act in what we believe will be your best interest.
If you ask us a question over the phone, in an email or during a meeting, we’ll answer it as quickly as we can. As a part of our ongoing dedication to customer service, we’re focused on always following up in a timely manner.
In treating you how we’d want to be treated, we aren’t interested in nickel and diming you. Instead, you can be sure hidden fees and confusing costs won’t be a part of your experience here. Our fee schedule is clear and transparent for your convenience.
Our president, Jeff Yeakle, is a CERTIFIED FINANCIAL PLANNER™. Not only has he had to pass rigorous testing to receive this certification, but he is also held to one of the industry’s highest standards of ethics.
In 1978, our founder Pete McGlaughlin started Tax Qualified Trusts, Inc. Jeff Yeakle joined Pete in 2003, as the firm became McGlaughlin Yeakle. In 2013, Pete and Jeff ventured into the Registered Investment Advisory world as they officially formed MY Wealth Management, Inc.
To this day, we’re happy to honor Pete’s vision of providing every client with personalized attention, independent advice and excellent service.
Whether you've accumulate tens of thousands or a couple million, your net worth isn't our primary focus. Instead, we’re interested in working with clients who’ve always strived to make sound financial decisions with what they have. You may not be driving a sports car or acquiring a yacht anytime soon, but you’re ready to maximize your wealth’s potential as you prepare for and enter into retirement.
As fiduciaries, we act in your best interest. That means that as we assess your retirement plan, we’re looking at your entire financial picture. Every piece must work together to successfully get you to and through your retirement. We’ll discuss your “what if” scenarios, evaluate your income options and, if needed, develop a custom-made comprehensive plan.
We’ll start by getting to know each other through an easy-going, no-commitment meeting. During this time, we’ll get to learn more about you and your retirement goals.
Once you’re comfortable with our team, we’ll dive deeper into your current financial standings. We’ll evaluate your current needs and get a better idea of what you’ll need as you head into retirement.
Based on your unique financial picture, our team we'll work together to develop and outline specific goals as you near or enter retirement. Together we’ll evaluate your options, discuss our strategies and answer any questions you may have.
During this time, we’ll put into play any actionable items we discussed previously. We’ll walk you through any major changes and keep you educated about your options.
You’re welcome to come and go as you please, but our team is committed to developing long-lasting relationships. We believe your goals should be regularly monitored, reviewed and adjusted as needed.
Offering our investment services on a fee-based basis allows us to truly act in your best interest. While we value building a relationship that lives as long as you do, you’re always welcome to come and go as you please.
Flat 1.2% |
| Assets Under Management | Annual Percentage of Assets Charge |
| First $1,500,000 | 0.89% |
$1,500,000 and above | 0.40% |
The minimum asset requirement for this service is $200,000.
This service can also be combined with our Financial Planning service. Contact us for details.
Minimum planning fee is $1,000.
Planning available at no charge for clients with AUM over $1,000,000.
Please contact us for more information.
We’re excited to put our experience, integrity and financial planning passion to good use as we develop your comprehensive roadmap for retirement. Whether you’re a few years out or already enjoying financial freedom, our team is here to help however we can.
Schedule a call or fill out the form below to get started today!
