Services
We are a financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
At JC Financial Educators, our experts increase your wealth accumulation by finding money that unknowingly and unnecessarily is being transferred to the wrong people and organizations. This equates to two losses: (1) Losing the Money (2) Losing the money that money could be earning (lost earning opportunity).
Tactics that transfer wealth to the wrong people/organizations:
- Paying off your house
- Postponing taxes in an IRA/401k's and other qualified plans
- Paying taxes on Social Security
- Interest on Consumer Debt
- 529 College Plans
Tactics that transfer wealth back to you and your family:
- Use the bank's money more efficiently
- Create Tax-Free Retirement Alternatives
- Stop Paying Taxes Unnecessarily
- Tax-Deductible Consumer Debt
- Tax-Free Alternative College Planning
JC Financial Educator's focus in these two areas:
Money Management, Wealth Building, Preservation & Protection
Money Management, Wealth Preservation & Protection; Investments, Retirement Income, Tax-Free Income Producing alternatives, Estate Planning and Building a "Private Reserve".
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College Admissions Advisory Group
College Admissions Planning; Coaching you through the entire college process. Everything from selecting the correct college, performing career searches, helping with preparation for SAT/ACT, maximizing your financial aid potential. Our team is committed to helping our clients select better schools and pay less in tuition because they are informed.
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JC Financial Educators holds educational seminars on tax-free retirement and college planning regularly -- please click here if you would like to know when we are holding our next educational seminars.