Fee ONLY Services for Your Personal and Business Needs

For your successful financial future
 

Independent, unbiased, no-strings-attached financial Planning and Advise.  Clients utilize our services in this area periodically, or through an ongoing service agreement.  Questions like, "When will we be able to retire?", or "How much home can we afford ?" or "What type and how much insurance do we need?", or "Are our investment portfolio performs well or need adjustment with it ?", are answered in a clear and concise way.  First, We can help you to draw you "Map" of your life and answer to your questions.  Secondly, we help you to solve your financial problems if any.  Also, our recommendations can be implemented anywhere, meaning that you can continue to work with your current CPA, stockbroker, investment advisor, insurance agent or attorney.  Additionally, If you desire, we can help you implement your planning by getting you a number of competitive quotes or referring you to professionals we have found to be especially capable. Yube Financial Group, LLC is a Registered Investment Advisor in the state of California.

 
 

Personal Financial Planning

  • Financial Assessment
  • Pre- and Post-Retirement Planning
  • Education Planning
  • Life & Health Insurance
  • Disability Income Analysis
  • Emergency Fund Analysis
  • Investment Planning
  • Budgeting and Asset Allocation Services
  • Long-Term Care Analysis
  • Cash Flow Analysis
  • Stock Option Analysis
  • Primary Residence Purchase and Sales Planning
  • Real Estate Investment Planning
  • Estate Planning
  • Gifting Strategies
  • Trust Analysis
  • Financial Consultation

Business Financial Planning

  • Financial Assessment
  • Cash Flow Analysis
  • Preparation of Business Plan
  • Accounting Services
  • Corporate Filing
  • Employee Benefit Program Planning

Loan & Mortgage Planning

  • Residential (Primary Residence, Second Home, Investment) Mortgage
  • Commercial Property Mortgage
  • Business Loan

Tax Services

  • Personal & Business Income Tax Return Preparation
  • Tax Planning
  • Tax Consultation

 

 
 

Our Track Record

Customer satisfaction is our goal. Listening to our customers has improved our customer loyalty and created a larger customer base with increased activity. Reducing service failures, lowered operating costs and enhanced employee performance are our goals. We strive to meet or beat our customers goals.