Our mission is to work closely with our clients to design retirement strategies that provide confidence and clarity while also helping to protect their future. Using customized strategies that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
One essential part of preparing for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We'll help you customize a retirement strategy that is able to take advantage of any possible tax credits and deductions. Provide your information below to be contacted regarding upcoming seminar dates, or visit our Seminars page to register today!
One essential part of preparing for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We'll help you customize a retirement strategy that is able to take advantage of any possible tax credits and deductions. Provide your information below to be contacted regarding upcoming seminar dates, or visit our Seminars page to register today!
Services
My responsibility lies in educating and providing clients with unbiased insurance benefits and retirement strategies. When working with individuals, my goal is to be their problem solver and trustful resource so they can have financial peace of mind. Jay Shareef is an independent financial professional committed to helping his clients in retirement and insurance planning.
Our team consists of multiple advisors who have earned the Chartered Federal Employee Benefits Consultant (ChFEBC ) designation. Individuals with this designation have extensive training in federal employee benefits and are experts in the FERS and CSRS retirement systems.
As a federal employee, we offer you multiple services that are beneficial to your retirement planning, including free consultations, a retirement readiness evaluation, and a federal employee benefits report that will help you understand all of the benefits available to you.Assistance with completing your retirement packet or paperwork (either in-person or virtually).
As a federal employee, we offer you multiple services that are beneficial to your retirement planning, including free consultations, a retirement readiness evaluation, and a federal employee benefits report that will help you understand all of the benefits available to you.Assistance with completing your retirement packet or paperwork (either in-person or virtually).
Many Americans entering retirement come to find that the right asset allocation and risk can be just as important as the actual dollar amount they have saved. You've worked hard for years to save for retirement, and now that time is upon you. Perhaps you're now wondering if all the pieces are in place for you to enjoy a happy and worry-free retirement.
At Certa Advisors LLC, our main objective is to assist our clients in navigating today's complex investment marketplace to help accomplish their evolving investment aspirations and goals. The advice and recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, goals, desired returns, time frame, and income specifications.
It wasn't that long ago that managing your financial lives meant keeping track of dozens - if not hundreds - of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault - your virtual safety deposit box - is an easier way to keep track of all those vital documents.
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