Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ Email & Phone Number

My career commitment continues to be very simple after 45 years in the financial services business. Each and every day, I stay steadfastly focused on using my extensive experience, expertise, education, and relationships to help attorneys, lobbyists, and other advisors across the country plan for, protect, and enjoy their definition of financial independence. My fundamental approach is to apply what I do, what I know, and who I know in a manner that helps those I endeavor to serve simplify their financial lives, save time and money, and improve their outcomes by executing wealth building, tax mitigation, and risk management strategies that facilitate the achievement of financial independence, the reduction of lifetime tax liabilities, and fosters the preservation of generational wealth. The focus of my personal life is on pursuing my definition of Ikigai and helping others find theirs in loving memory of my daughter who couldn’t find hers. What's Your Plan for Financial Independence? www.mystrategyteam.com Specialties: Creating Tax-Free Income for Retirees, Qualified and Non-Qualified Retirement Plan Solutions, Investment Advisory and ERISA Fiduciary Services, Personal Financial Planning and Risk Management, Tax-Advantaged Wealth and Legacy Management. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Listed skills include Wealth Management, Investment Advisory Services, Tax Deferred Investment Planning, Tax Efficient Investing Strategies, and 6 others.