Flader & Young Wealth Consulting Group

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

At the Flader & Young Wealth Consulting Group, we understand the challenges that high-net-worth clients can face when searching for a financial advisor. You have unique problems and opportunities, and need a level of care and expertise that can be hard to find in a one-size-fits-all world. We can help.

An award-winning team with a pristine reputation, we serve our clients by dedicating ourselves to three core values.

Service – We are passionate about serving our clients. Your goals are our goals, and we will proactively work with you to avoid hurdles in your path and take advantage of spur-of-the-moment opportunities. We pride ourselves on giving our clients a concierge-level of service. If you have a question about any financial matter, even those unrelated to your investments, we will have an answer for you or tap our vast network of resources to find one.
Expertise – Being at the top of our game and staying current with industry changes is of utmost importance to us. Our clients deserve the very best advice, which is why we are committed to constant education, maintain a variety of licenses and designations and stay on top of industry trends.
Stewardship – Responsible stewardship of client assets is the bedrock upon which an advisory relationship is formed. Our pledge to act responsibly, ethically and morally in all of our dealings is unwavering. We strive to be open and transparent with our clients and are very happy to discuss all recommendations in detail and answer any questions you might have.

Our hard-earned reputation in the Phoenix community and beyond, commitment to serving clients, and dedication to responsible stewardship make us the right fit for you. Please contact us today to discuss how we can be of service to you or view a full list of our services.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document	Approximate availability date
Form 1099-R	January 31, 2024
Fair Market Value Statement	January 31 2024
1099 Tax Information Summary	February 15, 2024
Income Summary (FYI Statement)	February 29. 2024
REMIC Tax Information Summary	March 15, 2024
1042-S	April 1, 2024
Revised 1099 Tax Information Summary (tax year 2023 - revision 1)	On or about March 15, 2024
Revised 1099 Tax Information Summary (tax year 2023 - revision 2)	On or about April 5, 2024
5498	June 1, 2024
Revised 1099 Tax Information Summary (tax years 2020 – 2023)	Monthly, beginning May 2024

With change comes questions

Proud to work with nationally recognized teammates

Brian Flader

Chris Young

Proud to be a Forbes Best-in-State Wealth Management Team

The right fit for you

Let's take the next step together

Meet the team

Tax mailing dates

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