About Us
At Yoder Financial Group, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help our clients to improve value and reduce risk.
We accomplish this through our development of a unique professional organization that offers complete financial services to both individuals and businesses under one roof. We call this "Wealth Management." Our offerings are enhanced by our partnership with KESTRA FINANCIAL.
THE KESTRA FINANCIAL ADVANTAGE
KESTRA FINANCIAL provides advisors with access to top providers and products including stocks, bonds, ETFs and alternative investment solutions through an open-architecture platform and relationships with a wide array of financial product providers.
Yoder Financial Group is a member of PartnersFinancial, a national community of industry-leading, independent life insurance and financial professionals. For more than 25 years, the organization has supported its members as they build insurance industry knowledge and expertise. In the process, PartnersFinancial members created a powerful culture of idea-sharing and collaboration — all for the benefit of their clients.
PartnersFinancial members take advantage of the organization’s preferred market access and clout to offer clients a comprehensive selection of high-quality insurance and wealth transfer solutions. Members also have access to an extensive range of resources, technology, tools, and knowledge-sharing forums and events. PartnersFinancial also offers members access to capabilities that go beyond an individual company’s scope.
INSURANCE RESOURCES
Through our partnership with Kestra, we have access to financial and management data on more than 400 life insurance companies. This means that we can make side-by-side comparisons of relative strengths of carriers, and can help you make product decisions based upon relevant and current information.