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Y.D. Financial Services, Inc.

Your Unbiased, Trusted Certified Financial Planner ( CFP® )
  • Home
  • About Us
  • Our Services
  • Our Clients
  • Our Fees
  • Fee Only
  • Recognition
  • Our Blog
  • Contact Us

Top
  • Home
  • About Us
  • Our Services
  • Our Clients
  • Our Fees
  • Fee Only
  • Recognition
  • Our Blog
  • Contact Us
The Process
  • Ready?
  • Set?
  • Go!
  • Get a Complimentary Financial Road Map
News
  • What's Going on in the Markets- June 21 2011
  • Highlights & Summary of the Tax Relief Act of 2010
  • Update on Extension of Bush Era Tax Cuts
  • Don’t Be a Victim of Unsavory Financial Planners
  • Happy Thanksgiving and a Quick Market Update
  • Learning from Mistakes-Buying a New Car
  • Entrepreneur Mag: 15 Small Business Tax Deductions
  • Money Magazine: Can I Retire Early?
  • Retirement or College Savings-What Comes First?
  • What’s Going on with Gold?
  • Evaluating Equity Mutual Fund Recommendations
  • Should You Invest in Recommended Mutual Funds?
  • Screening Mutual Fund Recommendations
  • Fake Malware Warning Traps
  • Five Tips to Avoid Potential Investment Fraud
  • How Does the Stimulus Plan Affect You?
  • Are Mutual Funds Becoming Obsolete?
More About Fees
  • Your Initial Consultation
  • Fully Disclosed Up Front
  • Financial Planning Fees
  • Investment Management Fees
  • Comprehensive Planning
Menu of Services
  • Retirement Plans & Planning
  • Investment Planning
  • Investment Management
  • Tax Planning & Compliance
  • College Planning
Contact Info
  • Where to Find Us
  • Financial Resources

    The below financial resource links are provided for your convenience. We have not performed any due dligence on 3rd party service providers, so you should perform your own assessment.
    • Get Your Complimentary Personal Roadmap
      Sam H. Fawaz's unique, complimentary service is powered by Boulevard R, a social venture whose mission is to make independent financial strategies available for everyone - with no strings attached.
    • TheMoneyGeek Unplugged
      This is our blog site for timely personal finance articles.
    • Fee-Only Financial Planning and Wealth Management in Atlanta, Georgia...
      Thornton Wealth Management is a fee-only wealth management firm and serves its clients as a fiduciary with undivided loyalty and full disclosure.
    • Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan
      IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime...
    • NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi
      Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson...
    • Financial Advisor & Independent Fee Only Certified Financial Planner ( CFP ) in Las Vegas, NV
      Red Rock Wealth Management is a Las Vegas Based Fee Only Independent Certified Financial Planner & Wealth Management Firm in Las Vegas, NV...
    • Independent, Fee-Only Certified Financial Planner™ professional in Portland, Oregon and Silicon Valley, California
      Jim Corbeau, MBA, CFP® is an independent, fee-only financial advisor and Certified Financial Planner™ professional with offices in Portland, Oregon and Santa Cruz, California.
    • Seattle, Washington Fee-Only Investment Management & Financial Planning on the Eastside – Redmond, Bellevue, Kirkland, Woodinville, Bothel, WA
      Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis...
    • Saint Paul Financial Advisors – Independent – Fee-Only - CFP
      Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.
    • Fee Only Financial Advisor – Fiduciary – NAPFA Member - Certified Financial Planner – Investment Advisor in Cincinnati, OH
      Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive financial planning, retirement planning & investment management to affluent clientele in Cincinnati & nationwide. All advisors are NAPFA members.
    • Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor...
      Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)...
    • Mentor Capital Management Inc.
      Mento Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
    • Fee Only Financial Planning and Investment Advisory Firm in Northbrook, Illinois
      Reason Financial Advisors, Inc.-Patrick L. Doland, MBA, CFP®, CWM, CCM NAPFA-Registered Financial Advisor
    • NAPFA fee-only financial advisor specializing in safe all-bond portfolios
      The Scarsdale Investment Group, Ltd. is a fee-only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.
    • San Diego County Fee Only Financial Advisor
      Charles L Stanley CFP® ChFC AIF® provides Estate Planning and Wealth Management services to clients throughout the United States. He is a Wealth Manager with Trovena, LLC with offices in La Jolla, CA, Redondo Beach, CA and Roseland, NJ.
    • Capital Markets U.com Magazine
      Investor Education for Main Street America
    • Fee Only Financial Advisor in San Diego County
      Charles L Stanley CFP® ChFC AIF® provides retirement planning services to retirees and near retirees. He has clients around the United States and provides services through Trovena, LLC with offices in La Jolla, CA, Redondo Beach, CA and Roseland, NJ.
    • Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah
      Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as...
    • Fee-Only, Independent Financial Planner and Investment Advisor, Cambridge and Boston, MA
      Fisher Financial Strategies provides financial planning and investment advice to clients from all walks of life on an hourly, as-needed basis. Web site includes the FFS Blog, a personal financial planning web log.
    • Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
      Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.
    • Fee Only investment advisor, financial planner,fiduciary in Queens, Nassau, Suffork, Long Island New York
      Fee Only investment advisor, financial planner,fiduciary in Queens, Nassau,Suffork Long Island New York works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management. Certified Financial Planner...
    • Fee-Only, Certified Financial Planner, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Springs, Florida
      Paul R. Pignone, CFP, AIF, is a Fee-Only, Certified Financial Planner Focusing on Retirement Planning and Investment Advisory Services with offices located in Salem, NH and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a Registered Investme
    • Fee-Only Financial Advisor and CFP(R) Professional in Newtown, PA
      Michael J. Garry, CFP(R), JD/MBA, owner of Yardley Wealth Management, LLC, is an independent Financial Advisor who provides Fee-Only financial planning services and investment management in Newtown, PA.
    • Fee Only CFP Financial Planner and Financial Advisor serving New Orleans, Metairie, and Baton Rouge
      Ferro,LLC is a fee-only comprehensive financial planning firm located in Metairie Louisiana just outside of New Orleans. Shelley Ferro is a Certified Financial Planner™ providing independent, comprehensive financial planning & investment advisory services
    • Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL
      Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over four decades of combined financial planning experience. We also...
    • Fee-Only Certified Financial Advisor in Huntsville, Alabama
      West Financial Consulting, Inc., a firm located in Huntsville, Alabama, has a team of Certified Financial PlannerTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning & investment management.
    • Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University Area
      The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge.
    • Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO
      We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary -- we do not sell products or collect commissions.
    • Independent Fee Only Advisor – San Diego Certified Financial Planner™ practitioner
      The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.
    • Palermo Financial Group, Inc. is an Independent Fee-Only Financial Advisor and Investment Management firm in Las Vegas, NV (Henderson and Mesquite)
      We Are A Member Of NAPFA and a Certified Financial Planner (TM) Certificant In Las Vegas, NV.
    • Independent, Fee-Only Financial Advisor and Certified Financial Planner (TM) professional in Portland, Oregon and Santa Cruz, California
      Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice...
    • Certified Financial Planner™ Fee-Only Comprehensive Financial Planning, Asset Management, and Retirement Planning in Portland, OR
      Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
    • Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle
      Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
    • Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah
      Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
    • Bogue Asset Management LLC-Jeff Bogue-Independent Fee-Only CFP-Financial Advisor in Maine
      Bogue Asset Management LLC is a fee-only financial planning and investment advisory firm located in Maine, specializing in comprehensive wealth management, retirement planning and investment management in Southern Maine.
    • Fee-Only Certified Financial Planner™ financial advisor in Portland, Oregon
      Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon
    • Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
      Unbiased Financial Advice in Menlo Park, CA Investor's Capital Management, LLC (ICM), providing financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future...
    • Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.
      Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment ma
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