Everyone wants an easy explanation of their financial plan, which often collides with the complexities of the countless strategies available. My goal is to put these entangled, and often murky pieces of the puzzle into plain language to assure my clients can live the retirement they’ve always imagined. This is achieved by breaking down complex strategies into easy to understand language strictly through an educational process, which creates an action plan to proactively achieve my client’s goals through a customized process for everyone .
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Founder And AdvisorNexus Planning GroupKeene, Nh, Us -
Founder & AdvisorNexus Planning Group Jul 2020 - PresentNew Hampshire, United States -
PartnerEchelon Planning Group Jul 2017 - Jul 2020 -
Vp Of Financial ServicesLife Solutions Group Jul 2011 - Oct 2017Danvers Ma -
Financial AdvisorNew York Life Insurance Company Dec 2007 - Jul 2011Greater Boston Area
Jared Record Education Details
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Economics
Frequently Asked Questions about Jared Record
What company does Jared Record work for?
Jared Record works for Nexus Planning Group
What is Jared Record's role at the current company?
Jared Record's current role is Founder and Advisor.
What schools did Jared Record attend?
Jared Record attended Wheaton College Massachusetts.
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