Helping You Build

The Retirement You Deserve

You’ve worked hard to save. Now it’s time to let those savings work hard for you.

Planning for Your Next Chapter

When all of your time – and how to fill it – is up to you, you have a lot of priorities to juggle. Travel. Relationships. Hobbies. Volunteering. However you plan to spend your time in retirement, there are a lot of factors to consider, not least of which is how you will fund these goals and dreams.

You deserve a financial strategy designed to support your priorities, whatever they are. At Young Wealth Management, we build comprehensive financial strategies that put you at the center. We bring together your past, present, and future financial data to coordinate a plan that maps out your needs and strategies to address those needs and pursue your goals.

Get started today with a personal wealth strategy from our team designed to help you embark on your next great adventure.

We can assist you in the following areas:

Meet Kim Wells

Kim Wells has been helping individuals and families prepare for retirement since 2013. As an investment advisor representative and a licensed insurance producer, she founded her independent financial firm on the principals that individuals and families should have a financial strategy for retirement that inspires confidence in the next phase of their life.

Kim is proud of her team’s reputation for finding innovative strategies to help retirees keep more of what they’ve saved.

Meet Your Team

Young Wealth Management

Kimberly J. (Young) Wells, CFP®

Kimberly has over a decade of experience in the insurance and annuity industry and is a Certified Financial Planner™. Her primary focus is retirement planning in the Columbus, Ohio, area.

Brent M. Wells

Brent Wells provides unique financial planning strategies that allow his clients to feel confident in their finances throughout retirement.

Contact us today to start working toward

Your Retirement Goals

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