Additional Services

Retirement Income Forecast

As you near retirement, you want to make sure what you’ve saved will actually meet your needs. With all the different sources, it can be hard to get a good picture of what you’ll have.

 We can run the numbers for you! We’ll create an income generation forecast to clearly show what you can expect from different accounts and investments. 

J. Wellington Financial identifies and uses your various sources of income to help illustrate what retirement income will look in the future.
 

  • All of your income sources
  • Social Security Benefits
  • 401(k), 403(b) and 457 retirement plans
  • Employer Sponsored Plans
  • Traditional IRA’s
  • Roth IRA’s
  • Non Retirement Accounts
  • Required Minimum Distributions (RMD’s)
  • Systematic Withdrawal Programs
  • Retirement Checklist

Estate Planning

You never know what life will bring.  You want your savings and assets to be protected in case of health or other issues before and during retirement.

We can help you make a plan

J. Wellington Financial can help you understand the logistics.

  • Learn How to Safeguard Your Assets
  • Importance of Financial Planning
  • Understanding Probate
  • Transferring Your Assets
  • Tax Reduction Techniques
  • Avoiding Medicaid Spend Down
  • Asset Protection From Nursing Home Expense

Together, we can expose any gaps in your current plan or help you design a model that will work for you and your beneficiaries.

Financial Basics

You want to know more about your finances and financial opportunities, but where to do you look to find solid information?

Not only do we offer sound and quality investments and services, we strive to offer you more education to zoom in on your finances. 

 

We love to educate you on how to identify opportunities. But equally important, we’ll help you dig deeper into financial basics.

  • Setting Retirement Goals
  • Using Credit Wisely
  • Barriers to Financial Success
  • The Power of Compounding
  • The Effects of Inflation
  • Tax Reduction Strategies
  • Making Your Money Last
  • Important of Emergency Resources

Investment Products 

You want a diversified portfolio, with lots of different investment options.

J. Wellington Financial offers a robust investment offering to meet all of your investment needs and goals. 

 

J.Wellington Financial offers access to all of the investment options you will need for a properly diversified mix of investments and services to meet your everyday needs.

  • Alternative Investments
  • Mutual Funds
  • Stocks
  • Tax Deferred Annuities
  • Asset Allocation Techniques
  • Managed Money Programs
  • Traditional Cash Reserves
  • Government Bonds
  • Municipal Bonds
  • Corporate Bonds

It’s Time to Make a Plan

Discover the white-glove difference.

Don't Go Broke In A Nursing Home

We'll help you make a strategy.
All qualify regardless of age or health.

 

don't go broke in a nursing home

Don't Go Broke In A Nursing Home

We'll help you make a strategy.

All qualify regardless of age or health.

GET YOUR FREE PROTECTION BOOKLET

You have Successfully Subscribed!