805-644-1224

Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

 

Related Content

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.