Jaykay Wealth Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and independence.
Jaykay Wealth Advisors, Inc. will become the premier resource and an integral partner for the community, by managing the evolving financial planning needs of generations to come. We strive to help our clients achieve their life dreams through the prudent management of their financial resources. Goals and Concerns: We will give priority to your goals and concerns and work exclusively for your benefit.
Jaykay Wealth Advisors, Inc. will become the premier resource and an integral partner for the community, by managing the evolving financial planning needs of generations to come. We strive to help our clients achieve their life dreams through the prudent management of their financial resources. Goals and Concerns: We will give priority to your goals and concerns and work exclusively for your benefit.
Services
At Jaykay Wealth Advisors, Inc., we are dedicated to helping our clients reach their financial goals through comprehensive financial planning. With our expertise as CERTIFIED FINANCIAL PLANNER practitioners and over 30 years of experience, we provide clients with very personal, detailed counseling about their ability to plan for what is most important to them in their life.
As part of our commitment to exceed our clients' expectations, we developed a Client Advisory Board that meets annually with advisors, Jay Kabad and Anasuya Kabad. The role of the advisory board is to provide candid feedback on the development, quality and growth of our firm's services. The advisory board's guidance and mentorship has been instrumental to the firm's success in delivering high quality service to our clients.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
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