At Blue Jay Financial Group, we believe education is the single most important part of what we do. We want to make sure you understand how we operate and how our investment and planning philosophy works. You should leave a meeting with us more informed than when you came in.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Don't hesitate to give us a call, sit down with us over a cup of coffee, and talk about how we can make sure you're on track.
I love what I do. I get to teach everyday and help solve problems that really confound many people. I got my start in the financial services industry working as a personal banker with a regional bank in Defiance, Ohio. Within a few...