Financial Planners in New Albany

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“Nate is very kind and knowledgeable. The staff is so nice and the environment is great. I trust them completely!“

“In the fast-changing laws and regulations on Estate Planning have you ever felt as if you needed someone that would “have your back?” Jim Zipher of Preferred Planning Associates was there for me and my family. He was able to do what others could not. He worked diligently to save my mother’s estate and he continues to be a dependable and trusted advisor to me and my entire family. I would recommend (and have recommended him) to others. Personable, caring, and he delivers. 5 stars in my book!“

“The team at YFP is TOP NOTCH. If you are looking for a professional, fee-only financial planning team, this is the company to pick. If you are a pharmacist looking to get your financial house in order, dream big, and work with an amazing team of people, YFP is for you.“