Plano | The Woodlands | San Antonio | Rio Grande Valley
Plano | The Woodlands | San Antonio | Rio Grande Valley
Plano | The Woodlands | San Antonio | Rio Grande Valley
Plano | The Woodlands | San Antonio | Rio Grande Valley
Plano | The Woodlands | San Antonio | Rio Grande Valley
Plano | The Woodlands | San Antonio | Rio Grande Valley
About
Retirement Concerns
Making & Meeting Goals
John Jett, MBA, ChFC
#1 Fear is running out of money.
#2 Fear is losing money.
We specialize in the dynamics of retirement.
Whether your retirement needs are for immediate income, long term accumulation or the transfer of wealth, our team of experts can help.
John uses proven strategies specifically designed to safeguard and hedge against market volatility.
John Jett, MBA, ChFC
Making & Meeting Goals
John Jett, MBA, ChFC
Mr. Jett has dedicated service to our country, state, public funds, and community in various roles. As a designated expert consultant with over 22 years of experience, he specializes in retirement income strategies, fixed index annuities and wealth preservation.
He has achieved Million Dollar Round Table (MDRT), Court of The Table (C
Mr. Jett has dedicated service to our country, state, public funds, and community in various roles. As a designated expert consultant with over 22 years of experience, he specializes in retirement income strategies, fixed index annuities and wealth preservation.
He has achieved Million Dollar Round Table (MDRT), Court of The Table (COT), President's Council, South Texas Annuity Champion, Investment Annuity Champion and more.
John is a former US Marine, earned his MBA from the University of Texas and holds a ChFC (Chartered Financial Consultant) from the American College of Financial Services.
Making & Meeting Goals
Making & Meeting Goals
Making & Meeting Goals
We start by documenting your goals, addressing concerns, discussing potential problems, and then comparing 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 process provides for a more accura
We start by documenting your goals, addressing concerns, discussing potential problems, and then comparing 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 process provides for a more accurate diagnosis and tracking of your financial health.
As an independent fiduciary, clients can count on unbiased recommendations and impartial guidance based directly on your specific needs.
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PUBLIC ARTICLES
19 Nov 2021 The Wall Street Journal
27 July 2005 The Wall Street Journal
19 Nov 2021 The Wall Street Journal
"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%."
30 Aug 2021 Morningstar
27 July 2005 The Wall Street Journal
19 Nov 2021 The Wall Street Journal
"How to Use Annuities During Retirement: When to consider an annuity rather than bonds."
27 July 2005 The Wall Street Journal
27 July 2005 The Wall Street Journal
27 July 2005 The Wall Street Journal
"The Secret to a Happier Retirement: Friends, Neighbors, and a Fixed Annuity."
Contact
Office Location
21 Waterway Avenue, The Woodlands, TX, USA
1408 Gables Court, Plano, TX (214) 440-5582 (Alex or Joe) 17806 Int Hwy 10, San Antonio, TX (210) 742-2070 (Maria) 4739 S. Jackson Rd, Edinburg, TX (956) 683-0199 (Mich, Jona, Jorge)
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
You may know Warren Buffett’s famous saying:
“Rule No. 1: Never lose money.
Rule No. 2: Don’t forget rule No. 1.”
While his investing strategy may be a bit more sophisticated than that, he is right about how important it is to minimize investment loss — especially as you approach retirement with less time to recover. Why?
Because losses hurt more than gains help. You would need a return greater than the loss to get back to the investment’s original value. That means if a 20% loss is followed by a 20% gain, you still carry a loss.
Consider a strategy built to protect your portfolio from a market decline. With guidance from Jett Financial , you have crediting strategies designed to provide 100% downside protection. Because you’re safeguarded from market losses, even small gains will keep your money growing and working toward your income goals.
Yes! We can help you figure out how to defend your financial position and solve for future cash flow. We can also assist with TSP Rollover, 401(k) Rollover, underwriting pension options 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.
disclaimer
The information provided is not written or intended as specific investment, 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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