Jay DeMarzo
Financial Advisor
SPEND YOUR LIFE LIVING
Get a financial plan that prioritizes your priorities.
Together, we'll look at where you are, wherever that is. I'll then give you multiple strategies specifically designed to take you where you want to go. Here's how we'll get it done:
1. Discovery. Many of our clients find this to be the most valuable part of the process. I'll ask questions about you've been and where you want to go that you likely aren't asking yourself. This will help build clarity around what your goals are.
2. Design. My team and I will design a plan that will show you where you currently stand clearly, and in a way you've likely not seen before
3. Presentation. We'll show you multiple ways you can make changes to your current situation and move closer to achieving your goals.
4. Implementation. We'll work with you to put into action the pieces of the plan you wish to prioritize
5. Service. As your life changes, we are here to work though these changes and make adjustments to your plan so that you always know where you're going.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
