Jaykay Wealth Advisors
Financial Services, 6200 Savoy Dr, Houston, Texas, 77036, United States, 1-10 Employees
Phone Number: +17*********
Who is JAYKAY WEALTH ADVISORS
At Jaykay Wealth Advisors, Inc., we are dedicated to helping our clients reach their financial goals through comprehensive financial planning. As CERTIFIED FINANCIAL PLANNERTM practitione...
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Headquarters: 6200 Savoy Dr, Houston, Texas, 77036, United States
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Date Founded: 1989
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Jaykay Wealth Advisors
Answer: Jaykay Wealth Advisors's headquarters are located at 6200 Savoy Dr, Houston, Texas, 77036, United States
Answer: Jaykay Wealth Advisors's phone number is +17*********
Answer: Jaykay Wealth Advisors's official website is https://advisorusa.com
Answer: Jaykay Wealth Advisors's revenue is $1 Million to $5 Million
Answer: Jaykay Wealth Advisors's SIC: 6282
Answer: Jaykay Wealth Advisors's NAICS: 523930
Answer: Jaykay Wealth Advisors has 1-10 employees
Answer: Jaykay Wealth Advisors is in Financial Services
Answer: Jaykay Wealth Advisors contact info: Phone number: +17********* Website: https://advisorusa.com
Answer: At Jaykay Wealth Advisors, Inc., we are dedicated to helping our clients reach their financial goals through comprehensive financial planning. As CERTIFIED FINANCIAL PLANNERTM practitioners with over 30 years of experience, we provide clients with personal, detailed counseling to plan for what is most important in their life. Then we build and implement cohesive financial plans that integrate retirement income planning, investment management, tax planning, risk management, and estate planning all while maintaining focus on our clients needs, priorities, and long-term goals. Retirement Income and Distribution Planning: Implementation of recommendations to fund your income needs and help maintain a comfortable standard of living. Recommendations on the distribution strategies for your employer retirement plans, IRAs, and Beneficiary planning for retirement and non-retirement assets Investment Services and Asset Management: Quarterly portfolio reviews to evaluate your investments performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s Tax Reduction Strategies: Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies Periodic review of your taxes as needed to incorporate any new tax laws Risk Management: We provide and manage risk management needs through insurance and long-term care insurance We work closely with the beneficiaries to help them carefully manage the insurance proceeds Estate Planning and Asset Protection Strategies: Organizing the reduction of estate taxes and help protect assets for your loved ones Analysis of the beneficiaries of your IRAs and how to establish an inherited IRA to continue for up to 70 years or after you pass away
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