What can Jay do for you!
Understanding my clients and their financial goals is my starting point.
- Planning for retirement
- Living in retirement
- Protecting your retirement
- Business retirement plans (401k, SEP, SIMPLE, etc.)
- Benchmark existing 401k plans
- 401k rollovers
- Life insurance
- Long term care
- Tax saving strategies
Know more about Jay
You don’t have to settle for average or choose from one source when it comes to your financial plans
I can help you achieve your financial goals and improve upon the plan you have in place by understanding your goals and knowing what is important to you, your family, or your business. I will partner with you to keep you on track as your life changes. Edward Jones is an amazing partnership that always puts the client first. I work with people planning for retirement and living in retirement. If you are not 100% confident you are on the right track, let’s sit down and find out. Peace of mind is not something you can put a value on.