Holistic
Financial Planning
Strategy
A strategy is a proactive approach to saving money without changing your lifestyle. It means looking at your situation and determining moral, legal, and ethical ways to keep more in your pocket.
At Modewealth, we go beyond your CPA, or Wealth Advisor Experience to create a personal Cash Flow Optics Report designed to give you a blueprint toward your next best financial decision.
Implementation
Once a strategy is created specifically for you, a plan is only as good as your ability to understand and implement it based on the current financial and regulatory environment. We have a team of specialized CPAs and wealth advisors whos primary role is helping you achieve the strategies determined to help you reach your goals.
Whether it be current cash flow needs, or future retirement creation or tax efficiency, Modewealth will help you get it done.
optics
Once the strategy is created, and implementation of your strategy is complete, optics are how you monitor your progress and adapt in an ever-changing financial and regulatory environment.
Modewealth has a combination of several Cash Flow Optics tools to help you in any personal and/or business growth stage. You can’t reach your goals without understanding exactly where the goal line is and the plays it will take to get you there.
modEwealth
About
Modewealth
Melvin R. Young CEO
Plenty of partners will appear when you reach your financial goal. Even more, will be there when you reach their financial goal for you worthy of making their prospect list. My question is, How many of them were there with a strategy to ensure you got there in the first place? Helping you get there is what we do.
the Squad
MELVIN YOUNG CTM
CEO
My career has been dedicated to helping financial professionals transform their businesses.
ED LYON CPA, JD
Tax Strategy Liason
Because I know that tax planning is not one size fits all, I am there to help even in the most complex situations.
WALLACE GLAUSI
Legal Advisor
JOHN POLLUCK
Investment Advisor Liason
As the founder of several financially holistic businesses, I help our clients secure what they have built and create wealth.
KRISTA YOUNG
Product Manager
I ensure that everything runs as smoothly as is possible. Customer service excellence is the goal of our staff.
TAX & PAYROLL Tax Team
We take care of your personal and business tax returns.
COMPLIANCE
Compliance Team
We make sure that compliance is the foundation of everything that Modewealth does.
MIKE SEVIERI
Senior Partner Advisor
I find it extremely important to take a holistic approach to my profession. With the right technology, advice, and client desire, any financial goal is reachable.
BRADEN THOMAS
Advisor
In this day and age, the advice is given away sometimes with self-interest. In my firm, we look at the entire picture without bias and make a product-agnostic decision with you and what you care about in mind.
ASA ROWLETT
Advisor
My business focuses strategically on mitigating risk for my clients. These risks include overpaying on taxes and not having a complete understanding of how cash flow decreases several risks that you would otherwise need to pay for.
FRANCHOT HUTCHINSON
Advisor
I strategically focus on the Oregon Agricultural Markets. I have found that my clients are trusting people. I strive every day to be worthy of trust and dedicated to helping my clients.
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