Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:



  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products



J.R. Young Company provides the following comprehensive Retirement Plan Services and advice on either a fully bundled basis, or on an individual or combined consulting services basis. 

Fiduciary Support

We understand the complexities of plan sponsor fiducuary guidelines. We provide several services to help keep your businesses in compliance. We offer ongoing complaince assitance, audit ready plan binder, investment policy statement assistance, investment committee structure, and ongoing employee education. Plans are reviewed annually for effectiveness, cost structure, and participation. 

Employee Education

Successful employee education and participation is how we measure the success of a company's retirement plan. J.R. Young Co. specializes in delivering highly effective employee enrollment, group education, individual employee assistance, and investment education. 

Custom Plan Design

Change in the financial industry is constant, it is critical that the legal, compliance and design aspects of a plan are current. J.R. Young Co. works to review the design and operational features of your qualified plan. We help find solutions to help pursure the needs of each companies unique structure. 

Fee and Performance Analysis

J.R. Young Co. uses our expertise and powerful search and comparison tools to analyze your plan annually. This is done at no cost and enables plan sponsors to make informed cost and performance decisions. Get the most out of your plan!

Investment Due Diligence

Monitoring investment performance, risk, and expenses is a critical focus for retirement plan sponsors and fiduciaries. J.R. Young Co. will assist plan sponsors in developing and maintaining a prudent investment due diligence process and supporting documentation. We will also help create a customized Investment Policy Statement that reflects these processes and procedures and develop and maintain the plan's investment strategy. 

Maximize Executive Participation 

Executives are often unable to contribute as much as they would like to their qualified retirement plan. We can help design and provide employee services and/or innovative plan design strategies to assist their highly compensated employees work towards the levels of contribution they desire. 

Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor.