Does Your Estate Plan Address Your Grandchildren in a Fair Manner
Life insurance is one option to consider when addressing your grandchildren in your estate plan.
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Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his Series 6, 7, and 63 exams as well as holding his life, accident, and health insurance licenses. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has considerable experience with insurance planning as a strategy to protect wealth and future generations. Jeff has studied modern portfolio theory, which is vital to efficient portfolio modeling allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors.
EDUCATION
Buffalo State University, Bachelor of Arts, English
PROFESSIONAL
Institute of Business and Finance, Certified Fund Specialist®
Passed Series 6, 7, and 63 securities exams - Financial Advisor*
FUN FACTS
Jeff enjoys high altitude mountaineering and has summited mounts Kilimanjaro, Rainier, Shasta, and Washington. Born and raised in Buffalo, Jeff is a fan of Irish and 20th Century American Literature.
*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency.
