Kevin M. Young| CFP®, EA, MBA
Young Wealth Management
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Insurance Analysis
- Planning for Business Owners
- Cash Flow and Budgeting
- Middle Income Client Needs
- Tax Planning and Preparation
Sacramento, CA 95821
Davis, CA 95618
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Kevin M. Young MBA, EA, CFP® is founder and Principal Financial Planner at Young Wealth Management. Prior to establishing the firm Kevin worked in various leadership positions within the biotechnology industry. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, an Enrolled Agent and a State Registered Investment Advisor (RIA). He received his Masters, Business Administration degree, with an emphasis in Financial Planning, from California Lutheran University.
Kevin co-authored the 2010 PassKey EA Review Complete: Individuals, Businesses and Representation: IRS Enrolled Agent Exam Study Guide. Since 2006 Kevin has served as an Advisory Board Member for Horseshoe Management, Inc.
Comprehensive Financial Planning
Personal financial planning for individuals and families generally includes six main categories:
Tax Preparation and Planning including:
Personal Income Tax Returns
We offer income tax preparation services, a review of prior years? income tax returns, and advanced tax planning to minimize future income tax liability, as well as advice on the tax effects of proposed financial transactions.
Estate & Trust Tax Preparation
We can guide you through the complex process of getting your financial affairs in order following the death of a loved one. We will work closely with other professionals, including estate planning attorneys and financial advisors of the deceased, to wind up the estate and distribute assets to heirs as quickly as possible. Effective estate and gift planning facilitates the orderly transfer of assets to beneficiaries, provides security for a surviving spouse, and can reduce or eliminate the tax due on the transfer of assets.