We start by documenting your goals, addressing concerns, discussing potential problems and then compare these facts to your current position. Before any implementation is presented, prospective clients must complete a fact finder and share financial statements that impact the family, or business. This provides for a more accurate diagnos
We start by documenting your goals, addressing concerns, discussing potential problems and then compare these facts to your current position. Before any implementation is presented, prospective clients must complete a fact finder and share financial statements that impact the family, or business. This provides for a more accurate diagnosis and tracking. As an independent fiduciary, clients can count on unbiased recommendations and impartial guidance, based directly on your specific needs and goals.
Mr. Jett has served his country, state, public funds and community in different capacities. He is a designated expert consultant, specializing in retirement alternatives for over 20 years. He has achieved Million Dollar Round Table (MDRT), President's Council, South Texas Annuity Champion and more. He earned his MBA degree from the Unive
Mr. Jett has served his country, state, public funds and community in different capacities. He is a designated expert consultant, specializing in retirement alternatives for over 20 years. He has achieved Million Dollar Round Table (MDRT), President's Council, South Texas Annuity Champion and more. He earned his MBA degree from the University of Texas & ChFC (Financial Planning ) from the American College of Financial Services. John enjoys spending time with his sons, salt water fishing, hunting and target shooting.
The #1 fear in retirement is running out of money.
The #2 fear in retirement is losing money.
Whether your retirement need is immediate income, safe growth for accumulation, or transfer of legacy, our team of experts can help. We are experienced with diversifying retirement options, reducing financial risks, analyzing exposure and protect
The #1 fear in retirement is running out of money.
The #2 fear in retirement is losing money.
Whether your retirement need is immediate income, safe growth for accumulation, or transfer of legacy, our team of experts can help. We are experienced with diversifying retirement options, reducing financial risks, analyzing exposure and protecting retirement assets.
John uses proven strategies designed to safeguard and hedge against market volatility.
Please contact us if you cannot find an answer to your question.
There are many ways to ensure protecting your assets, protecting your family, transferring wealth, legacy transfers and protecting your earnings. Some options are investments, savings strategies, budgets, insurance policies, and tax strategies. Your goals and risk exposure decide which approach is most suitable.
Yes! We can help you figure out what you need to do to retire at your desired age while defending your financial position and solving for cash flow. The #1 fear in retirement is running out of money! We can also assist with college funding for kids, life insurance policies (disability or life) and funding estate planning solutions.
A Chartered Financial Consultant (ChFC) accelerates beyond basic retirement information in order to help better understand inflation, volatility, risk exposure, capital gains, index crediting methods, and lifetime retirement income you cannot outlive. Most retirees are unaware how powerful mortality credits, certainty, sequence of returns and sequence of distributions can impact your lifestyle in retirement years.
Yes. A 412(e(3) is a fully insured defined benefit plan providing guaranteed retirement benefits to the owners and employees of a company, provided annual premium contributions have been funded. Many closely held business owners, professionals and self employed individuals, with 1 to 25 employees, enjoy the large savings and larger tax deductions of a Cash Balance Plan.
Yes. Protection against loss has a greater impact than you might think. A fixed indexed annuity is intended for retirement or other long-term needs. It is not a registered security or stock market investment and does not directly participate in any stock or equity investment, or index. Consider a strategy built to protect your portfolio from market decline. Currently, FIAs from competing Fortune 500 companies provide liquidity riders, an upfront signing bonus and competitive participation rates.
There are two types of annuities that JFG has provided fiscal conservatives; Traditional Fixed Annuities & Fixed Index Annuities. Fixed annuities provide guaranteed growth, stability of principal, tax deferral and guaranteed lifetime income. Fixed Index Annuities provide Index-linked interest, safety to principal, tax deferral and guaranteed lifetime income. Call today for access to the newest products and most recent changes with performance crediting methods.
Send me a message and I will get back to you soon. -jmj
4739 South Jackson Road, Edinburg, Texas 78539, United States
1408 Gables Court, Plano, Texas 75075, United States (956) 683-0199 Edinburg Office (Michelle) (214) 440-5582 Plano Office (Andrea) info@jettfinancialgroup.com
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
"How to Use Annuities During Retirement: When to consider annuities rather than bonds."
"The Annuity Option for a Secure Retirement
Payout: annuities provide more in annual income from $1 million than either a 4% withdrawal strategy or a 3.3%."
"The Secret to a Happier Retirement: Friends, Neighbors and a Fixed Annuity"
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The information provided is not written or intended as specific tax or legal advice. Jett Financial Group, LLC, its employees and representatives, are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.
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