Financial Planner & Wealth Management Services
Hourly Rates & Fees

Are you looking for fee-based financial consulting?

Do you need a structured financial plan that’s created by a CFP?

Then you might be interested in HFG Advisor’s service options. We have a plan to fit your individual needs.

Services Available:

    • Financial planning
    • Retirement planning
    • College savings planning
    • Wealth & asset management
    • Investment risk analysis
    • Small business consulting
    • Investment tax management
    • Estate planning
    • Small Business Retirement Plans

Financial Planning Hourly Fee

$125
  • Per Hour. Minimum One Hour
  • Planning with a Certified Financial Planner (CFP)

Comprehensive Financial Plan

$750
  • Creation of a complete and comprehensive financial plan
  • by a Certified Financial Planner (CFP)

Schedule A Meeting With Daniel Youngs, CFP

Daniel Youngs. Certified Financial Planner. Kalamazoo, MI

Daniel Youngs is a Certified Financial Planner with a holistic approach to managing his clients financial situation.

He has been in the industry since 1982.

Call: 269-372-3229
dyoungs@fscadvisor.com

HFG Advisors, Inc.
5659 W. Michigan Ave
Kalamazoo, MI 49009

Enter numbers only. No dashes, spaces, or parentheses

Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Additional investment advisory services offered through HFG Advisors, a registered investment advisor not affiliated with FSC Securities Corporation

Are you looking for fee-based financial consulting?

Do you need a structured financial plan that’s created by a CFP?

Then you might be interested in HFG Advisor’s service options. We have a plan to fit your individual needs.

Services Available:

Investment risk analysis

Financial planning

Retirement planning

College savings planning

Wealth & asset management

Small business consulting

Investment tax management

Estate planning

Small Business Retirement Plans

Financial Planning Hourly Fee

$125
  • Per Hour. Minimum One Hour
  • Planning with a Certified Financial Planner (CFP)

Comprehensive Financial Plan

$750
  • Creation of a complete and comprehensive financial plan
  • by a Certified Financial Planner (CFP)

Schedule A Meeting With Daniel Youngs, CFP

Daniel Youngs. Certified Financial Planner. Kalamazoo, MI

Daniel Youngs is a Certified Financial Planner with a holistic approach to managing his clients financial situation.

He has been in the industry since 1982.

Call: 269-372-3229
dyoungs@fscadvisor.com

HFG Advisors, Inc.
5659 W. Michigan Ave
Kalamazoo, MI 49009

Enter numbers only. No dashes, spaces, or parentheses

Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Additional investment advisory services offered through HFG Advisors, a registered investment advisor not affiliated with FSC Securities Corporation

Financial Planner
&
Wealth Management Services
Hourly Rates & Fees

Are you looking for fee-based financial consulting?

Do you need a structured financial plan that’s created by a CFP?

Then you might be interested in HFG Advisor’s service options. We have a plan to fit your individual needs.

Services Available:

Investment risk analysis

Financial planning

Retirement planning

College savings planning

Wealth & asset management

Small business consulting

Investment tax management

Estate planning

Small Business Retirement Plans

Financial Planning Hourly Fee

$125
  • Per Hour. Minimum One Hour
  • Planning with a Certified Financial Planner (CFP)

Comprehensive Financial Plan

$750
  • Creation of a complete and comprehensive financial plan
  • by a Certified Financial Planner (CFP)

Schedule A Meeting With Daniel Youngs, CFP

Daniel Youngs. Certified Financial Planner. Kalamazoo, MI

Daniel Youngs is a Certified Financial Planner with a holistic approach to managing his clients financial situation. He has been in the industry since 1982.

Call: 269-372-3229
dyoungs@fscadvisor.com

HFG Advisors, Inc.
5659 W. Michigan Ave
Kalamazoo, MI 49009

Enter numbers only. No dashes, spaces, or parentheses

Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Additional investment advisory services offered through HFG Advisors, a registered investment advisor not affiliated with FSC Securities Corporation