Wealth management solutions for businesses

We help your team and business strategically plan their financial future.

How we can help impact your people

We start by learning the what and why of your business. We want to understand your passion for what you do so as your business prospers and grows, our team continues to grow with you.  We offer high level knowledge in different types of business retirement plans and find out what makes sense for your situation, then put that plan into action.


Our team at YTS wants to be there for you when you need it most. We will continue to educate and review your ever-changing business so we can adapt and accommodate accordingly.


LPL Financial is separate from any entity listed on this page. LPL Financial, YTS Wealth Management and Good Life Companies does not provide tax or legal advice.

We meet you where you are.

Thousands impacted in 30+ states nationwide.