What's Special About Us?:

These are extremely difficult times economically, and many people, even those who have or are working with financial professionals, are still uncertain and not confident that they will be fully prepared for their retirement, and/or the proper transfer of their business and/or wealth. We are not your typical financial service providers.

Our financial strategies help to the use, benefit, and enjoyment of one’s assets throughout life and assist in protecting those assets from many eroding factors and “money transfers.” These include taxes, debt, technological change, propensity to consume, disability, outliving your assets, and death.

Yeaton and Associates uses a soft-touch approach to provide you with non-traditional, process oriented strategies, not simply a bunch of financial products to solve your financial needs and achieve your goals. We want you to be in a position to spend and enjoy all of your assets while still being able to transfer your wealth to those you choose, not chosen for you, in a way that does not take away from your lifestyle.