The importance of keeping concepts, strategies, your financial options and your solutions simple, straightforward and easy to understand is key to coaching you to the financial success you deserve.
If you are like most parents or grandparents, helping to ensure successful lives for children in your family is one of the very most important goals in your life. Most studies rank funding a child’s college education as among the top three of life’s financial goals – grouped together with home ownership and retirement.
One of our planning strategies is to use insurance to both protect your family and help meet your financial goals.
We offer a full range of financial services, including: Retirement Income Strategies, Tax Minimization Strategies, Annuities, Life Insurance, Asset Protection, Long-Term Care Planning, Estate Planning strategies, IRA Legacy Planning, Optimization of Social Security Strategies, College Funding Strategies and Debt Management. We also have a full team specializing in all areas of business growth, protection and exit strategies.
Gayle Jendzejec can also offer you financial planning strategies and money management strategies through ESI Financial Advisors.