Jessica M Majeski

We can help you in one of two ways: specific tactical need or strategic fee-based planning.

• SPECIFIC TACTICAL NEED - You have recently experienced or will soon experience a life-changing event (e.g.,marriage, divorce, birth of a child or grandchild, new job, retirement, death or illness of a loved one, etc.). As a result, you want to review one or more of the insurance or investment topics outlined below to address your specific product needs.
• STRATEGIC FEE-BASED PLANNING - ​You would prefer to pay a flat fee for an expert review of your numerous accounts and properties, titling of your assets, estate planning documents, business succession plans, tax strategies, budgeting, insurance policies, etc. to ensure that your actions are congruent with your goals. The result is a clear and relevant plan with specific recommendations.

Our financial planning process is designed to help you make the most of your money so you can balance the life you want now and later. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals. 

• START WITH WHERE YOU ARE - To get you where you want to go, we'll help you understand where you are today.

  • Your priorities,values & goals
  • Your income
  • Your assets
  • Your liabilities

• PROTECT WHAT YOU HAVE - Life is full of ups and downs. We'll help make sure you have everything you need for both.

  • Life insurance
  • Disability insurance
  • Emergency fund
  • Long-term care planning

• TACKLE YOUR DEBT - We'll help you balance paying down debt while you make progress on other goals.

  • Credit card debt
  • Student loans
  • Mortgage & other loans

• GROW YOUR MONEY - Get realistic saving and investing strategies to help achieve each of your goals.

  • Retirement income strategy
  • Growing your family
  • Buying a home
  • Saving for college

• TAKE ACTION - Get a step-by-step guide to put your plan into action, and a partner to help you every step of the way. And as your priorities change, your plan will, too.

  • A personalized budget
  • Goal calendars & contributions trackers
  • Insurance & investment recommendations
  • Estate considerations