Our Services

Financial Planning

Stephanie A. Bracken, CFP®, FPQP®
Director of financial planning

  • What We Do

    Find Security in
    Customized Planning

    • Life is full of uncertainties, which is why having a solid financial plan can give you the financial confidence to focus on what truly matters—your family, your goals, and your future.


      Whether it’s making sure your loved ones are cared for, preparing for retirement, or planning for major life events, financial planning can help you turn your goals into reality.

      Contact Us Today

    Beyond Managing Money

    Why Financial Planning Matters

    • Financial planning goes beyond managing money. It helps you define and prioritize your goals, introduces strategies you may not have considered to keep you on track toward those goals, and helps you make informed decisions today to create a prosperous tomorrow.


      Our Service Plans

    For Families

    Multi-Generational Planning

    Preparing for key life events, like funding education or long-term care.

    Shaping your financial milestones around your values.

    Creating a wealth management strategy that supports long-term health and happiness.

    Integrating key areas—taxes, estate planning, retirement, investments, and insurance—into a unified strategy to tackle any challenge with confidence.

    Working with our financial team to customize your plan, reviewing it periodically to adapt to life’s changes.

    “At YTS, we believe that your plan is as unique as you. When we lead with financial planning, it allows us to be better fiduciaries while providing high touch, high tech plans that move with you.”

    Stephanie A. Bracken CFP®, FPQP®
    Director of financial planning

    Financial Planning Service Packages

    Our Process

    • YTS offers various service options personalized to your goals to give you the confidence you deserve. Flexible billing options include online payments via ACH or credit card through Advice Pay, or by check payable to LPL Financial. As your life evolves, we’ll touch base annually to adjust your plan to align with your changing needs—ensuring it always fits what’s best for you.

      Our pricing is flexible based on your custom package and your financial goals. We will work with you to develop a service plan that fits your needs.

      Schedule a Complimentary Financial Planning Consultation

    You Are in Trusted Hands

    • At YTS Wealth Management, we’re here to help you pursue the future you envision in all aspects of your financial life.

      Contact Us Today

    Insights That

    Shape Your Future

    Financial Planning

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