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Get a personalized plan from a local partner.

Clear Direction for Your Financial Journey

How much will you need to save for retirement, or for your child’s college education? What’s the best approach for building wealth? We are here to answer your questions, help you identify your objectives, and help you move closer to your financial goals, at every stage of life.

Our Approach

When you turn to Y12 Investment Partners for financial planning, here is what you can expect:

We will take time to learn…

about your individual situation, so we can design a plan around your unique objectives.

We will focus on the long term…

and take a disciplined approach to planning and investments.

As your needs change over time…

we will be here to help you adjust your plan so it stays aligned with your goals.