Planning for the friends and family of our pharmacist clients
You’re here because someone who trusts us thought you might benefit from working with us, too. We’d be honored to help.
Itu Igoni
Associate Financial Planner
YFP Wealth was built to serve pharmacists, and that remains our primary focus. But over the years, our clients have referred family members and friends who aren’t in pharmacy. People they care about who need comprehensive financial planning.
If you fit our client profile and you’ve been referred by someone we work with, we’re ready to work with you. You’ll get the same level of service, the same comprehensive approach, and the same commitment to helping you live your rich life.
The same individualized approach
Our planning process doesn’t change based on your profession. You’ll go through the full YFP Wealth roadmap: Get Organized, Script your Plan, and making sure nothing falls through the cracks.
The only difference? We’ll adapt the process to your specific situation instead of pharmacy-specific considerations. Our CFP® professionals know how to build comprehensive plans for any career, and you’ll experience the same high-touch service our pharmacist clients receive.
Retirement Planning
Investment Management
Insurance Review
Estate Planning
Tax Planning
Life Planning
Debt Optimization
Cash Flow Strategy
Guide
A Practical Guide to Choosing a Financial Planner
If you’re not sure if hiring a financial planner is right for you, we have a guide for that. A Practical Guide to Choosing a Financial Planner will cover what you need to know about types of financial planners, what to ask (us) to see if it’s a good fit, and more.
Getting Started
We typically work with clients who have at least $250,000 in investable assets, regardless of profession. During our discovery call, we’ll discuss your financial situation, your goals, and whether comprehensive planning makes sense for where you are.
We’re transparent about our pharmacy specialization, but if we take you on as a client, you’re getting our full commitment and expertise.