Get a Free Annuity Review

There are over 400 different annuity products on the open market.

How do you know if you have the right one for you?

What's Included in an Annuity Review?

People call us almost every day for a review. If you’re wondering what’s included, here are some ways we may be able to help:

Time

Do you want to shorten the time commitment?

Account Value

Would you benefit from a bonus that increases your account value and death benefit? We often make this a reality.

Fees

Are there fees on your account? We quickly analyze the fees and may be able to eliminate some, or even all of them.

Rate of Return

Can we increase your potential rate of return? The answer is almost always, yes! We speak with frustrated annuity owners who’ve been saddled with an underperforming account that’s not set-up properly. That’s where our expertise in annuities helps. We may be able to change settings inside your annuity which can potentially increase your rate of return.

Riders

We help you fully understand your riders and remove the unnecessary ones. Fees put a drag on your rate of return and lower your bottom line.

Death Benefit

Is your goal to leave the maximum amount of money to your beneficiaries? If it is, your account can be optimized to that end.

If you could trade in your current car for one that’s more reliable, goes faster, has more room, requires less maintenance, and doesn’t cost you any more money, would you? That’s what we’re talking about for your annuity. Improving your situation doesn’t require brain-surgery, but you do need an annuity specialist to make these accounts work effectively for you.

All of this begins with a conversation with one of our experienced Financial Strategists. We need to hear your priorities and needs. Some people need their time commitment shortened; others are more focused on their rate of return and account value.

If you were given a choice, how would you improve your annuity? Consider the list above, mark the most important features to you, schedule a call, and see how we can help. We enjoy the challenge of curating a personalized plan that overcomes your frustrations and makes you a fan of your annuity.

How Can We Help Where Others Have Failed?

Options

Unlike most advisors, we aren’t tied to one or two carriers. This is a significant advantage for you. We work with dozens of carriers and many have dozens of options. We connect you with the carrier that has the best account for your specific needs. In fact, we have a specialist on our team who’s responsible for knowing all the account options, so we can choose the one which fits you best.

Knowledge

Think about it: 20+ years’ experience. 6,000+ clients. $600+ million under management. There's not much we haven't seen. This lets us analyze annuities like few in the industry.

Experience

Our Financial Strategists spend most of their day analyzing and setting-up annuities. They literally work with more annuity clients in a week than the average advisor may see in a year. Experience matters.

Training

Our Strategists discuss difficult situations in a think-tank environment with senior strategists and Mr. Young. Like a group of surgeons analyzing a patient’s difficult predicament, we put our brains together to look at every possible angle and help you achieve your goals.

Get Your Free Annuity Review

Secure Your Wealth

A client’s principal investment is never subject to decline due to a drop in the market. It bears zero risk due to market fluctuations, uncertainties, and global economic conditions. The account will lock in its interest annually.

Gain A Reasonable Rate of Return

Some of our investment strategies have outperformed the S&P 500 over the last twenty years. Talk to one of our financial strategists if you are interested in maximum gains.

Avoid Annual Fees

Unlike traditional wealth management firms that sound great until you factor in fee after fee, our strategists set up clients with options that don’t incur any annual fees. That’s right! Our clients do not pay annual fees.

We've Matched Over 6,000 Clients with the Perfect Annuity for Their Needs.

There are thousands of ways your retirement money can be structured and invested. Traditional firms and local advisors may not have the time to specialize or understand what’s best for each individual investor. Their products are often more general and cookie-cutter, leaving clients with an underperforming account.

Clients often come to us with issues other advisors create, asking for our help.

We're experts and specialize in annuities

We understand the intricacies and nuances of these unique investment vehicles so we can curate a customized retirement plan for you.

We work in all 50 states

Annuities vary by state, and if you're not familiar with all available options, you can lose big. We have clients in all 50 states. This larger perspective helps us identify investment paths long before your local advisor may know about them.

We offer security with the potential for growth.

Some of our investment strategies have outperformed the S&P 500 over the last 20 years.

As Seen On:

DIFFERENCE #1

Avoid Mainstream Investment Strategies

The Merrill Lynch Global Wealth Management 2010 World Wealth report noted, high-net-worth individuals all around the world had less than 1/3 of their assets in mutual funds and stocks due to the amount of risk that comes with these types of investment vehicles.

DIFFERENCE #2

Preservation of Wealth is Key

The Wall Street Journal report, highlighting a Prince & Associates study, shows the wealthy do not speculate with the majority of their money in stocks and mutual funds; but rather, they preserve their assets and minimize their risk.

DIFFERENCE #3

Never Lose Money

In his article, How to Invest Like the Wealthy, Chris Gottschalk notes, “most millionaires focus on avoiding risk more than they focus on making money. Master investor Warren Buffet famously has only two rules of investing: (1) Don’t lose money. (2) Don’t forget Rule number one."

Over $600 Million in Assets Under Management

"A+" rated by the Better Business Bureau

Ty J. Young

Founder & Owner

Who Is Ty J. Young?

Over the past 20+ years, Ty J. Young Wealth Management has become a nationally recognized expert in preserving retirement futures in times of market volatility. Building relationships with over 6,000 clients nationwide, Ty J. Young Wealth Management empowers clients to improve their financial health, weather market changes, and gain peace of mind for their future.

After years of working in traditional Wall Street firms, Ty saw firsthand how millions of Americans were limiting their potential by only seeking socially-favored investments (stocks & mutual funds). Driven by these observations, he quickly found his purpose & sought to design investment strategies that protect the financial future for each client. From this earnest vision, Ty J. Young Wealth Management was born.

Home office in Atlanta, GA

6,000+

Clients in all 50 states

A+

Rating with Better Business Bureau

20+

Years of experience in specialized wealth management.

Get Started

Watch our free video to learn exactly how we've helped thousands of clients secure and grow their wealth.

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Ty J Young Forge A Healthier Future Video

What Do We Offer?

These are the ways that we help you secure your financial future.

Wealth Management

The wealth management strategy you implement now will affect whether you enjoy a 'stressful' or 'stress-free' retirement. You don’t have to be as right if you’re never wrong. In other words, it is much easier to climb your financial mountain if you never have to dig out of a financial hole.

Retirement Protections

We use principal protection strategies in which our clients also have the opportunity to grow their money at a reasonable rate of return. Our clients enjoy products that participate in market gains while eliminating market losses.

Investment Strategies

Studies have shown that more people fear running out of money than they fear death. If you are afraid of running out of money, then why would you expose it to unnecessary risk? We offer our clients safer money solutions that provide protection against losses, as well as guarantees.

Why is it important to have an expert Annuity Strategist review my current annuity?

The proper annuity, set up correctly, is a tremendous tool to achieve your financial goals. But, if it’s set up incorrectly, it can be detrimental to your financial goals. You want an expert with the knowledge and experience to set up your account properly.

I'm paying so many fees on my account. Can you reduce or eliminate them?

It’s all about set up. Our expert Financial Strategists have seen clients paying 2% - 3%+ in annual fees before opening an account with us. This is ridiculous. It’s important to eliminate these fees. Our accounts have NO annual fees, and earn a reasonable rate of return that help you achieve your retirement goals.

Is my money locked up, or can I take income every year?

No. In the very best annuities, you can start taking an annual or monthly income after the first year. You can have it directly deposited into your checking account or get mailed a check.

How do you make money if you don't charge fees?

We focus on long-term, conservative growth strategies. You’re never charged an annual fee with our firm because of the time commitment inherent in any long-term growth investment.

Do my beneficiaries get the money in my annuity when I pass?

Yes. If you have the right annuity, your beneficiaries get paid the whole lump sum. They will receive everything you’ve put in, your bonuses, and your interest. To learn more, click here.

Trapped In A Bad Annuity?
Get Your Free Annuity Review

There are over 400 different annuity products on the open market.

What's Included in an Annuity Review?

How Can We Help Where Others Have Failed?