Wealth isn’t a goal, it’s merely a means to an end — providing for and ensuring the well-being of those you love. From funding your children’s education to realizing your dream retirement and still leaving a lasting legacy, a Janney Financial Advisor can help preserve your wealth for its intended purpose.
Wealth provides you with the means not only to live life to the fullest, but to meaningfully impact the lives of others, whether by alleviating the financial worries of your next generation or helping those in need.
Don’t let a major health event erode your savings. Review your Medicare election options and consider long-term care insurance.
An irrevocable life insurance trust (ILIT) can be one of the most tax-efficient ways to transfer your wealth to your heirs.
New retirees often struggle to balance increased spending in the first years of retirement. Use restraint and keep enough liquidity in case of a financial emergency.
Make sure your financial documents, account numbers, passwords, and contacts are organized and safe, but accessible.
*Bloomberg, May 2018
You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.
Find a Financial Advisor
To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/