Financial Strategies of California

Welcome to Financial Strategies of California.

Helping clients realize their vision for the future.  As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

It is our mission to give our clients the ultimate security and peace of mind that comes with knowing that they are in control of their financial future.  Of course, planning your financial future can be intimidating. Thankfully, you don't have to do it alone.  We envision ourselves as a resource to our clients in helping them realize their immediate needs and achieve their long-term aspirations.  Our code of ethics is to base decisions on sound knowledge and experience in the financial environment.  Most importantly, we are grounded in unwavering integrity.

Our process involves helping our clients to visualize their needs and crystalize their goals.  We work with them to develop strategies that allow them to manage  what they have and need today, build and expand upon what they accumulate, and ultimately protect and preserve all that they have worked for.

During these uncertain economic times, it is a good to explore our perspective on navigating these headwinds.  We encourage you to click here for further insight.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Maintaining consistent connection with our clients and friends is a core value of how we try to keep everyone up-to-date with important financial information. 

"We appreciate that you have given us your trust,

and we welcome the opportunity

to care for your family & friends as well!"



Ted Young is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with other insurance companies in the states of California (CA license# 0768386), Oregon, Nevada, Arizona, New York, and Florida. No insurance business may be conducted outside these states referenced.

Ted Young is a Registered Representatives offering securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 1329 H Street, Sacramento, CA, 95814, (916) 447-6298. In this regard, this communication is strictly intended for individuals residing in the states of California, Arizona, Oregon, Nevada, Colorado, Utah, Florida, Michigan, Connecticut, Hawaii, Idaho, Illinois, New Jersey, New York, Pennsylvania, South Carolina, Virginia, Montana and Massachusetts. No offers may be made or accepted from any resident outside the specific states referenced.

Financial Strategies of California is not owned or operated by NYLIFE Securities LLC or its affiliates.

Ted Young is also separately registered as an investment adviser representative "IAR", under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of California, Arizona, Oregon,  Colorado, Utah, Florida, Connecticut,  New Jersey,  Pennsylvania, South Carolina and Massachusetts. As such, these services are strictly intended for individuals residing in those states.

Neither Financial Strategies of California, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.