McGlaughlin Yeakle

At MY Wealth Management, Inc., we understand that planning for retirement is a journey that requires careful consideration and expert guidance. As a premier independent, Registered Investment Advisory (RIA) firm, our mission is to provide personalized attention, independent advice, and excellent service to our clients as they prepare for and navigate the complexities of retirement.

Our Story

Founded in 1978 by Pete McGlaughlin, our firm has a rich history of providing exceptional financial services to our clients. In 2003, Jeff Yeakle joined Pete to form McGlaughlin Yeakle, and in 2013, they ventured into the Registered Investment Advisory world to establish MY Wealth Management, Inc. Today, our team is committed to honoring Pete's vision of delivering high-quality service and independent advice to every client.

Our Philosophy

As fiduciaries, we act in our clients' best interests, taking a holistic approach to retirement planning. We believe that every piece of a client's financial picture must work together to successfully get them to and through retirement. Our team is dedicated to helping clients achieve their financial goals by providing customized retirement plans, expert guidance, and timely communication.

Meet Our Team

At MY Wealth Management, Inc., we pride ourselves on having a team of experienced professionals dedicated to serving our clients. Our team includes:

• Jeff Yeakle, ChFC, CFP: President and CEO, with over 20 years of experience in the financial industry
• Bradford Yeakle, ChFC: Financial Planner, with 6 years of industry experience
• Melissa Price: Office Manager, with over 20 years of experience in financial services
• Kimberly Maldonado: Office Assistant, responsible for providing comprehensive support to our clients

Our Services

As a trusted advisor, we offer a comprehensive range of services designed to help our clients achieve their retirement goals. Our services include:

• Retirement Planning: We assess your entire financial picture, focusing on your income options, evaluating your 401(k) allocation, and developing a custom-made comprehensive plan.
• Steady Income Planning: We help you create a sustainable income stream to support your retirement lifestyle.
• Risk Tolerance Assessment: We evaluate your risk tolerance and invest your assets accordingly.
• Minimum Distribution Requirements: We ensure compliance with IRS regulations, ensuring your retirement plan is in line with the law.
• Social Security Options: We help you navigate your social security benefits to maximize your income.

Our Process

At MY Wealth Management, Inc., we believe that understanding your unique financial picture is crucial to developing a successful retirement plan. Our process is designed to provide a personalized approach to your financial needs. Our services include:

• Discovery Meeting: We start by getting to know each other through an easy-going, no-commitment meeting.
• Data Gathering: Once we've established a rapport, we'll dive deeper into your current financial standings, evaluating your current needs and getting a better idea of what you'll need as you head into retirement.
• Presentation: Based on your unique financial picture, our team will work together to develop and outline specific goals as you near or enter retirement. We'll evaluate your options, discuss our strategies, and present a customized plan tailored to your needs.

Serving You

At MY Wealth Management, Inc., we are dedicated to providing exceptional service, expert guidance, and personalized attention to every client. We believe that planning for retirement is a journey that requires careful consideration and expert guidance. Look no further - let us help you navigate the complexities of retirement planning.