Jeffery Financial Services Inc.

 

Jeffery Financial Services, Inc. is a comprehensive, independent wealth management firm. Founded in 1983 originally as an insurance practice, we have evolved into a financial services provider specializing in the following areas: 
  • Asset Management
  • Qualified Retirement Plans
  • Financial Planning
  • Variable Insurance and annuity products
  • Estate Planning
  • Fixed Life & Health Insurance and annuity products*
  • Access to Full Service Banking products  through Everbank*

* activities done seperate from the Broker-dealer and investment advisor

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Paying for Giving

When it comes to taxes, the giver could face tax liabilities that do not apply to the receiver.

The Problem with Projections

2015 forecasts for GDP, inflation, and unemployment, and the role and limitations of economic projections.

More Newsletters →