At Jaykay Wealth Advisors, Inc., we are dedicated to helping our clients reach their financial goals through comprehensive financial planning. As CERTIFIED FINANCIAL PLANNER™ practitioners with over 30 years of experience, we provide clients with personal, detailed counseling to plan for what is most important in their life. Then we build and implement cohesive financial plans that integrate retirement income planning, investment management, tax planning, risk management, and estate planning – all while maintaining focus on our clients’ needs, priorities, and long-term goals.
Retirement Income and Distribution Planning:
• Implementation of recommendations to fund your income needs and help maintain a comfortable standard of
living.
• Recommendations on the distribution strategies for your employer retirement plans, IRAs, and Beneficiary
planning for retirement and non-retirement assets
Investment Services and Asset Management:
• Quarterly portfolio reviews to evaluate your investments performance, update your overall financial objectives
and if necessary, reallocate your portfolio as agreed upon by you
• Recommendations regarding positioning of funds within your employer provided retirement plans such as
401(k)s
Tax Reduction Strategies:
• Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
• Periodic review of your taxes as needed to incorporate any new tax laws
Risk Management:
• We provide and manage risk management needs through insurance and long-term care insurance
• We work closely with the beneficiaries to help them carefully manage the insurance proceeds
Estate Planning and Asset Protection Strategies:
• Organizing the reduction of estate taxes and help protect assets for your loved ones
• Analysis of the beneficiaries of your IRAs and how to establish an inherited IRA to continue for up to 70 years
or after you pass away
Company Details
- Employees
- 9
- Founded
- -
- Address
- 6200 Savoy Dr.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- advisorusa.com
- Keywords
- Retirement, Estate Planning, Investments, Insurance, Tax Advice, Wealth Management, Legacy Planning, Financial Advisor, Social Security, Growth, 401k Rollovers, Nest Egg, Family Business, Community, Personalized Attention, personalized care, Risk Management, Legacy Planning, Distribution Planning, Asset Management, Tax Strategies, Medicare Advice, Family Wealth Planning.
- HQ
- Houston, TX
Jaykay Wealth Advisors, Inc. Questions
Jaykay Wealth Advisors, Inc.'s website is advisorusa.com
Jaykay Wealth Advisors, Inc.'s LinkedIn profile is https://www.linkedin.com/company/jkwa
Jaykay Wealth Advisors, Inc. has
9 employees.
View email and phone details for 9
employees at Jaykay Wealth Advisors, Inc..
Jaykay Wealth Advisors, Inc.'s industry is
Financial Services
Jaykay Wealth Advisors, Inc.'s top competitors are
Full Proof Consulting,
Instructor Services,
Jacobi Wealth Advisors,
Ascentup,
Kern Enterprise Inc,
Signify Wealth,
Powercircle Financial,
Imperial,
Quest Financial And Insurance Services,
Unique Approach Consulting And Counseling Services.
Jaykay Wealth Advisors, Inc.'s categories are Financial Services
Jaykay Wealth Advisors, Inc.'s founding year is 1989
