Implementing a plan for lifelong financial success takes time. Jerry will help you establish a plan that works within your current resources to develop initial action steps, while creating a sequence of future action steps that guide you toward your ultimate financial objectives.
CORPORATE FINANCIAL EDUCATION
Employers who address the financial health of their workforce can see stronger business results through higher productivity, increased employee loyalty, and an improved reputation. Roughly 85 percent of Americans are anxious about their financial lives, and that anxiety is directly impacting their work. Financial stress contributes to productivity losses, increased absences and healthcare claims, higher turnover, and costs associated with workers who cannot afford to retire on time.
Based in Orange County, California
Jerry specializes in retirement, insurance and tax off-set strategies for professionals and small business owners. His focus is to help clients identify their definitions of legacy and financial security while simultaneously implementing innovative strategies to help make those financial goals a reality.