Jett Financial Group

Jett Financial GroupJett Financial GroupJett Financial Group

an independent fiduciary





  1. We understand the weight of financial decisions because, like you, we’ve navigated life’s challenges and triumphs. Whether it’s income, taxes, or rising healthcare costs, we understand what you’re facing and can share how we help.

Estate Planning & Retirement Income

What Global Conflict & New Tax Laws Mean

Estate Planning & Retirement Income

Have you updated your estate plan, will, trust and beneficiaries?

Protection from Inflation

What Global Conflict & New Tax Laws Mean

Estate Planning & Retirement Income

Where is your check coming from and will rising costs reduce it?

What Global Conflict & New Tax Laws Mean

What Global Conflict & New Tax Laws Mean

What Global Conflict & New Tax Laws Mean

Do you monitor economic shifts, legislative risk and revenue codes?

Turn Savings Into Certainty

What Global Conflict & New Tax Laws Mean

What Global Conflict & New Tax Laws Mean

How important is a guaranteed check for life?

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, safe growth or principal protection, our team of experts can help. 

     John uses proven strategies specifically designed to safeguard and hedge against market volatility.

Find out more

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 fiduciary roles. He has owned and operated a Texas branch office for two Fortune 100 companies, New York Life & MassMutual Financial Group. 

     As a designated expert consultant, with over 22  years of experience, he serves our clients with 

     Mr. Jett has dedicated service to our country, state, public funds, and community in various fiduciary roles. He has owned and operated a Texas branch office for two Fortune 100 companies, New York Life & MassMutual Financial Group. 

     As a designated expert consultant, with over 22  years of experience, he serves our clients with honor, integrity and commitment. 

     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

     As an independent fiduciary, clients can count on unbiased recommendations and impartial guidance based directly on your specific needs.

     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, pro

     As an independent fiduciary, clients can count on unbiased recommendations and impartial guidance based directly on your specific needs.

     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. 


   

Find out more

Video

" If you want to minimize the risk of running out of income, annuities are the best option." 

     - William Sharpe (Nobel Prize in Financial Economics, 1990, Stanford)


" The only way to avoid catastrophe is for plan participants, professionals, and regulators to shift the mindset and metrics from asset value to income." 

     - Robert C. Merton (Nobel Prize in Financial Economics, 1997, MIT/Harvard)


  • Merton, HBR July -August 2014; Sharpe, Retirement Income Analysis

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info@jettfinancialgroup.com


1 (877) 414-0911

Message us on WhatsApp

Office Location(s)

21 Waterway Avenue, The Woodlands, TX, USA

17806 Int Hwy 10, San Antonio, TX, USA 4739 S. Jackson Rd, Edinburg, TX, USA

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

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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 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 discover  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.


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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