Fuel Your SuccessJ. Wellington Financial will help you make a plan to meet your financial and retirement goals
Generate more income • Withstand market volatility • Support your lifestyle
You’ve worked hard to get where you are today, but your busy life hasn’t given you a lot of time to work out your plans for the future. As retirement nears, you’re starting to worry about your savings. Do you have enough? Are you investing the right way? Will you be able to support your dream retirement?
We’ll help you make a plan that works.
At J. Wellington Financial, we’ll help you identify, evaluate, understand, and implement an investment approach to fit your lifestyle, including:
Our white-glove service means we walk alongside you every step of the way, helping you to build a portfolio that will grow into a nest egg capable of fueling your retirement dreams.
You have an investment portfolio, but the results have been lackluster. You’re looking to find investment opportunities that will give your portfolio a needed income boost.
We’ll help you generate that income with a thoughtful and secure plan.
We’ll help you:
J. Wellington Financial is committed to helping you generate more income without excessive risk, and will craft an income plan designed around your specific goals.
Your current advisor has made recommendations that you’re not sure about. You need a second opinion from someone you can trust to help you make the decision that’s right for you.
We’ll give you a second opinion–no strings attached!
We’ll give you a report that includes:
You deserve a financial plan that meets your needs–not a financial firm’s commissions. As an independent fiduciary firm, we put your best interests first.
You want your portfolio to be successful, but you want to meet your financial goals without excessive risk.
We’ll match your risk level with the right investments.
We’ll “x-ray” your current investment portfolio to fully understand how diversified your portfolio is and compare that information to your ideal level of overall risk.
Together, we will handcraft a portfolio that:
Investment shouldn’t come at the cost of feeling worried or susceptible to risk. You can feel confident that our unique risk analysis process will help you prevent any unnecessary market losses and keep your financial plan on track.
You or a loved one have mounting nursing home expenses, and are worried that your assets will soon be completely wiped out.
We’ll help you make a strategy to protect your assets.
You don’t need to spend your life savings or sell your home before you qualify for Medicaid.
Congress has passed laws that allow you to safeguard your home and assets from long-term care costs.
We’ll help you build a fortress of protection around your family’s assets and have Medicaid pay for most, if not all, of your nursing home expenses.
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.