Legal

All the content on this site is for information purposes only. All information and ideas presented here should be discussed in detail with a professional advisor. The author, publisher and host are not providing legal, accounting or specific advice concerning your situation. Steven Young Financial Planning is a registered investment advisor with the State of Missouri. Our Form ADV and other disclosure documents can be reviewed below.

Form ADV Part I
This form is available online here. Type in the name of any investment advisory firm in order to obtain the information required by the SEC or the registering state. Whenever you check out an advisor, you will want to pay particularly close attention to is Section 11, which describes any disciplinary problems.

Form ADV Part II
This form is required by the SEC or the registering state from all Registered Investment Advisors. It contains some general information regarding how we charge fees, the types of investments we employ, and how we run our business.

Fiduciary Oath
We take our fiduciary responsibility to our clients seriously.

Privacy Policy
Our policy regarding the protection of your privacy.