Life Income Management Redlands, Sam Young is a Financial Planner in Loma Linda, CA, located at 26568 Tanager Ct. The firm specializes in comprehensive retirement planning, addressing the two primary components of long-term planning: growth and creating income for life. Services include retirement income planning, Social Security benefits reporting, and educational seminars designed to help clients avoid outliving their savings. The team utilizes a collaborative approach to evaluate lifestyle priorities, everyday living costs, risk tolerance, and tax obligations. The practice serves clients in the Inland Empire and Southern California, maintaining a perfect 5.00 rating based on customer reviews.
Life Income Management is a fee-based financial services investment group founded by Melody A. Juge in 1996. The firm operates under the Integrity Wealth marketing name and is a member of SIPC. Melody Juge is an Investment Advisor and registered Fiduciary with over four decades of industry experience. She is recognized as an industry thought leader on retirement specifics and served as an original RetireMentor, publishing a weekly column for MarketWatch. Her approach emphasizes financial literacy and adult learning, making her a sought-after speaker on retirement lifestyle issues.
Samuel S. Young, MBA, serves as an Investment Advisor Representative and Fiduciary Partner. He holds California License #0194975 and is known as a premier retirement planning specialist in the region. Sam offers immediate assistance with retirement planning questions and teaches classes throughout the Inland Empire. The firm uses well-respected transparent business practices in keeping with fiduciary obligations. They provide resources such as RetirementSense, retirement planning tools, and a monthly e-newsletter. Clients can request a Social Security Benefits Report, which provides estimates based on actual earnings records.
The business holds a 5.00 rating from its customers, reflecting a positive reputation for its fiduciary approach and educational focus. With over three decades of experience in creating income for life, the firm is known for its transparent practices and commitment to financial literacy.
Life Income Management Redlands, Sam Young brings decades of fiduciary expertise to Loma Linda, helping residents secure their financial futures through thoughtful retirement planning.
Located on Tanager Ct, the business is about a mile from Bryn Mawr Elementary School and San Timoteo Wash. It is also roughly half a mile from Leonard Baily Park.
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