Frequently Asked Questions
What does it mean to be an "Independent and fee-only" firm?
Independent means that we do NOT work for commision or referral fees from brokerage firms, banks or insurance companies.
What is a Fiduciary?
We adhere to the “Fiduciary Standard,’ which consists of a duty of loyalty and care, and simply means that we are legally obligated and sworn to act in your best interest at all times and in all circumstances!
What types of clients does Yoshida Wealth work with?
We provide tax-focused, comprehensive financial planning and investment management services for:
- Japanese Expats in the US
- Comprehensive Tax Planning for Professionals
- College Financial Planning for parents of college-bound children.
Do I have to be in the New York City metro area to make an appointment?
No, I am able to work with clients wherever they are located. We have designed YWM to be as convenient as possible for clients by engaging via online meetings, phone calls and email.
Do you sell life, disability or medical insurance?
Being a fee-only planning company, we do NOT work on commision and, therefore, we do not sell any products. Of course, we can provide recomendations for inquiries.