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Integrity. Objectivity. Ideas.
As a CERTIFIED FINANCIAL PLANNERTM practitioner, Jeff plans with your entire living situation in mind. He’s a strategist delivering comprehensive strategies - the financial adviser who comes up with intelligent ideas in tax reduction, wealth protection, wealth transfer, and supplemental retirement planning.
In a very real sense, Jeff works for you. Your needs and objectives determine his planning, and the tenor of his wealth management. When there’s a change in your life or investment goals, he’s there. He’s also there to alert you to changes in tax law and the economy.
Jeff can coordinate the efforts of legal and accounting professionals to work specifically for you in a unified process. He can tell you what you need to do to retire. He can candidly let you know what you are doing right, and what you could be doing better.
If you ask Jeff, he’ll tell you he’s in the "helping people" business. He considers himself an educator. He takes pride in having a business that is 100% referral-based.
Clients refer their peers to Jeff because he takes a personal interest in each client, and over time, that relationship grows more and more valuable. After all, Jeff feels that wealth isn’t usually built by picking specific investment products, but by selecting the right financial adviser to provide the coaching, mentoring and wealth management that’s needed.
As a CFP® practitioner, Jeff’s product is advice, and retirees and pre-retirees alike trust his wealth management and retirement planning. He’s the financial adviser they can call on to help get the job done ... and do all that is prudent and necessary for their financial futures.
Go to Jeff Febbo for high quality investment planning. E-mail Jeff today.