If you have a specific financial problem to solve or an issue to address – we can help. Your individual situation is unique. If you are just starting out you may need a detailed, long term plan of action. If you are working towards your goals you may simply need a second opinion to fine tune your existing strategy. We can help you break down your strategy into more manageable pieces so you can get the answers you need, and achieve the lifestyle of your dreams.

What is financial planning?

  •  A detailed and comprehensive process that helps you figure out where you are financially today, where you want to be in the future, and the right blueprint to help you get there. We can offer you a “bite-size” approach at first and then move to a more comprehensive plan when you are comfortable. The important first steps are to gather your financial and lifestyle information. President Gayle M. Jendzejec is an Investment Adviser Representative of Equity Services, Inc. 
  • Gayle offers a no obligation visit to get acquainted via phone, web or in person.

What type of goals can you help me with?

  • Short, intermediate or long term (college, retirement planning, starting or exiting your business, etc)
  • Help you reduce your current income taxes, social security strategies, retirement income strategies, understanding pensions and retirement plans, estate planning strategies , insurance issues, savings opportunities, cash flow, special needs trust, and more.
  • Simplify your financial affairs, get a professional review or second opinion, implement and monitor your strategy.

If I use Gayle to help develop a financial game plan, do I have to implement any of the recommended products or programs?

  • No. Gayle offers recommendations to meet your needs and objectives – but you are under no obligation to implement any of your plan with her, although many of her clients do ask her to help them implement and monitor their plans, which she will gladly do.

How accessible is your team if I need you?

  • When you are in need, our team of professionals are available to provide help, without requiring long term commitments, minimum income or net worth.