Yocum & Company

Proudly serving our community since 1983. Plan for the future. Whether for your business and employees or for your personal finances, Yocum & Company can help you put a plan in place to pursue long-term success. Grow with success. Growing with your plan means more benefits and fewer worries when you sell your business or retire. Yocum & Company can help guide your growth for continued success. Succeed. With the right plan in place and a strategy for growth, Yocum & Company can help you strive to succeed on the financial paths of life. Our Services Business Established in 1983, Yocum & Company is dedicated to providing employee benefit solutions and business planning to small- and medium-size businesses. Our team of highly experienced professionals has the knowledge to guide our clients by listening to their needs. Employee Benefits Health insurance Life insurance Disability insurance Qualified retirement plans Business Planning Deferred compensation Business succession Buy/Sell planning Buyout planning Fixed insurance products and services are offered by Yocum & Company. What we do As Investment Adviser Representatives of Commonwealth Financial Network®, the advisors at Yocum & Company create, implement, and monitor customized financial plans designed to help affluent individuals and families pursue their financial goals. We thoroughly assess and analyze your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives. Our approach We’re known for taking a conservative approach to wealth management. We’ve built a reputation based on sound judgment and prudent decision-making—values that have helped so many of our clients protect their existing assets and successfully pursue their goals. The benefits of independence Our commitment to always putting your interests first is evident in every aspect of our business. We’ve chosen to partner with Commonwealth Financial Network, an independent broker/dealer–RIA with a 30-year history of focusing solely on the needs of its affiliated advisors and the clients they serve. This partnership means that we remain free to make recommendations based on what’s right for you, without pressure to promote a particular product or strategy—which is not the case with some other types of financial advisors. Services we provide Investment management Education planning Business succession strategies Post-retirement income planning Insurance planning Strategies for minimizing tax burdens Estate planning Charitable giving strategies Coordination with other professionals, such as CPAs and attorneys, to ensure that everyone is working toward common goals

Address: 23 South 4th Street Lebanon, PA 17042, USA

Phone: +1 717 273 5972
FAX: +1 717 273 5991