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 →

Entrepreneurs Get Back in the Game

Start-up activity rose to a 14-year high in 2012; some first steps for turning an idea into a profitable business.

Who Controls the Cash?

Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

Do You Still Need Life Insurance?

Reasons why life insurance may still be important and the differences between term and permanent insurance policies.

More Newsletters →