About MIDTOWN FINANCIAL:
Midtown Financial Group, LLC is a community-based financial services firm that is committed to serving the needs of individuals, families and businesses. Supporting your Goals and Dreams:
Our goal is to help you build a secure future for you and your loved ones by providing guidance throughout the different stages of life. Whether you are accumulating wealth, planning fo
r retirement, seeking to replace your paycheck or protecting your assets, we have the experience and resources to help you develop strategies for your unique circumstances. Our Process:
Our philosophy is, proper financial planning requires that we have a good understanding of your goals, dreams and challenges. A good financial plan is flexible and ever-changing to meet your needs as you go through important events in your life. On-going conversations about where you are and what is going on is a crucial part of the planning process. We give independent, objective, professional investment advice:
By capturing an accurate picture of your financial well-being and developing a clear understanding of your objectives, together we can create a financial plan that addresses your personal situations by encompassing some or all or the following services:
• Comprehensive financial planning
• Asset protection strategies
• Tax-efficient strategies
• Capital Preservation
• Elder Care
• 401(k) Planning
• Estate planning
• Special needs planning
• Insurance Planning
• Long-term care planning
• Retirement income strategies
• Business succession planning
Wealth Vision:
Wealth Vision is a State-of-the Art Comprehensive Client Portal.
• See all your accounts in one place
• Access at anytime, anywhere
• Daily Update
• Safe keep your documents
• Alerts and Alarms
• Remote Collaboration
• Privacy Protected
Please contact us to request a link to an informational video or go to www.midtownfg.com
INDEPENDENCE POWERED BY LPL FINANCIAL
Midtown Financial Group, LLC is powered by LPL Financial, the nation’s leading independent broker / dealer*. LPL Financial has no proprietary products and provides us with a comprehensive array of tools, resources and technology. This enables us to provide our clients with objective financial guidance.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Yung, CFP® - Managing Director:
Grace is a CERTIFIED FINANCIAL PLANNER TM practitioner and has been providing trusted advice to individuals and families since starting her practice in 1994. She offers her clients experience and a deep network of financial resources, alliances and specialists. Her objective is to help build and preserve a secure future for you and your loved ones by providing guidance throughout the different stages of life. Open discussions and a good understanding of your goals, dreams and challenges will ensure your plan is continually working toward your aspirations. Grace loves to travel and enjoys sampling cuisine from different places. She has been to Europe, the Far East and both the western and eastern coasts of the U.S. She lives and thrives in Houston and has been there for several decades surrounding herself with a wonderful network of family and friends. As such, she believes in giving back to the community. One way she does that is by supporting causes that are important to herself and those closest to her: the American Cancer Society, MD Anderson, the National Alliance on Mental Illness, the American Heart Association, the Star of Hope, Houston Hospice, SPCA of Texas, Muscular Dystrophy Association, the National Multiple Sclerosis Society, the AIDS Foundation, the Lazarus House, her Church, etc.* Grace is fluent in two languages and is working on learning a third language. Grace also has passion for the arts and dabbles in abstract painting in her spare time. To stay physically and mentally fit, she works with trainers on self-defense tactics.
* Please visit www.advisors4acure.com to learn more about the causes Grace is involved in. EDUCATION & EXPERIENCE
• Midtown Financial Group, LLC (2009 – Present)
• UBS Financial Services (2000-2009) ; UBS acquired PaineWebber in 2000
• PaineWebber (1994-2000)
• B.B.A. in Finance and Management, The University of Houston 1994
CERTIFICATIONS & LICENSES
• CERTIFIED FINANCIAL PLANNER TM (since 2000)
• Series 7 & 63 Registrations*
• Series 65 Registration* – Investment Advisor Representative
• Insurance Licensed – Life, Health, and Accident & Sickness
ACCOLADES
• 2016 Five Star Wealth Manager SM†
• 2015 Five Star Wealth Manager SM†
• 2014 Five Star Wealth Manager SM†
• 2013 Five Star Wealth Manager SM†
• 2012 Five Star Wealth Manager SM†
* Registrations held with LPL Financial
† As seen in Texas Monthly. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of year 2012 - 2016 Five Star Wealth managers. The LPL Financial registered representative associated with this page may only discuss and / or transact business with residents of the following states: AR, CA, CO, GA, MD, NM, TX, VA, WA, WV.
