Jesse T. Kovacs Email & Phone Number

Thanks for taking the time to get to know me through my LinkedIn Profile. I appreciate you stopping by!No matter what your financial goals are – I believe it all begins with a plan. Whether you're currently building wealth for the future or approaching retirement as a business owner, someone who is self-employed, or other professional, you're very likely thinking about your money situation. Do you have questions like:* Do I have enough secure retirement income to last throughout my life?* How would a disability affect my retirement plans?* Will my family be financially secure if I die or become disabled?* How do I protect my retirement fund from market fluctuations?* How much is truly necessary to have in an emergency fund?* How do I gain an income edge with tax-advantaged strategies?* Can my money work harder for me?You can check all those boxes and more. We help exceed your financial goals by educating you about your financial options and then executing on those ideas to better your financial situation and achieve your maximum financial potential.We start by looking at the relationship between every money decision, discover where we are today, and envision where we may be headed in the future. Our Rulebook, powered by an innovative personal financial model, creates the foundation for success. The Leap Model® focuses on the five critical components of personal finance - Protection, Savings, Growth, Cash Flow, and Debt. This model offers an unbiased, simplified approach to visualizing the impact, positive or negative, of our money decisions. This comprehensive tool highlights your entire financial situation so that it may be organized, analyzed, and tracked for optimal performance.Through a combination of hands-on materials and innovative software, we can help you calculate every move and keep you connected every step of the way. Through our carefully designed, collaborative process, your money becomes more productive and efficient. The intended results are clear: enhanced protection, proper savings, more efficient growth, and the ultimate enjoyment of your wealth.If you are in need of a new or adjusted wealth strategy, then let’s chat. Whether or not we decide to work together, I am confident that our call will be full of insights and actionable steps that can help you grow financially.Schedule a call:https://calendly.com/kovacswealth/appointment Contact me directly:https://www.linkedin.com/in/jessetkovacs/ | 732-606-5526