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 →

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

HOT TOPIC: Tightening the Rules on Corporate Inversions

Understanding inversions and their implications on tax revenues, corporate taxes, and for shareholders of inverted companies.

Women Lack Life Insurance

Why women need life insurance, whether they are breadwinners, co-providers, or a stay-at-home parent.

More Newsletters →