805-644-1224

Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Share |
 

Related Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.