J. Blake Young III

Financial Advisor

I serve a variety of clients in the Greater Atlanta Area along with my team.  

When it's a matter of planning your future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

Financial security doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Financial Representative, I can help. I understand complex financial issues and the ways in which these issues might affect your future.

Financial security requires a commitment of time—yours and mine. My team and I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution by building a strategy that is right for you. Together, we will work to develop a plan that balances your short-term needs with your long-term goals.

As your needs evolve I will stay in touch, so over time we can make the changes necessary to your plan to protect your overall financial picture for the future.

 

 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.