Broker Check

Services

How We Work

We provide comprehensive retirement, investment, and estate planning solutions that work to support your unique needs and objectives. Education, income protection, and planning for the unexpected are additional financial aspects we incorporate into your planning process. Many firms provide investment management services; however, few successfully integrate this into a total wealth management solution. 

We believe our clients deserve better strategies, better risk reduction, and more planning. We accomplish this through:

  • Pursuing a variety of investment opportunities
  • Resolve to protect downside risk and preserve wealth
  • Unique customized investment solutions
  • Ongoing and personalized financial planning

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    Insurance

    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    *Securities and Advisory Services offered through Triad Advisors Member FINRA/SIPC.

    Dot Yandle Financial Services, LLC is not affiliated with Triad Advisors, LLC



    Our firm is here to help each client make the right decisions that will guide them toward achieving their financial goals. Please give us a call and let us show you how our attention and award winning customer service can benefit you.

    d.yandle@yandle.com   |  704-543-0690