Jay Blanchard

About Jay Blanchard

I love learning about my clients\' businesses, I am in a unique position where I get to work with so many different companies and find what people do and create incredibly interesting.As a Wealth Manager at DtaxMe.com, I help Senior Corporate Professionals reduce their #1 expense TAXES by optimizing an investment saving and withdrawal strategy that reduces lifetime tax liability using our proven tax minimization processYou will be paying hundreds of thousands if not millions in taxes over your lifetime or upon death.The #1 threat to your wealth and your legacy is TAXES!I know that burns your chaps and I\'m here to help you.The government confiscates your money for 2 primary reasons#1 Your lack of understanding or education on how future cashflow will increase your taxes #2 Your lack of a strategic plan with yearly tactical adjustmentsPerhaps you never had the chance to find a trusted authority in the Wealth management space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.Well, I’m very proud to say that thanks to the expertise and work done as a Wealth Manager at DtaxMe.com, I can help you with things like: a proactive strategic plan to decrease your taxes. strategic in a way that it is based on a projection of what you will accumulate. It needs to be tactically executed every year to reduce that lifetime and legacy tax liability. In fact with the tech reshuffle that is happening this may be the best time to take advantage of relatively lower tax rates.To learn more about how we can help you reach business stability, please shoot me a direct message through LinkedIn or use the contact information below: 71••••••68 management | Tax reduction | Senior ExecutivesSecurities offered through Peak Brokerage Services, LLC, Member FINRA/ SIPC. Advisory services offered through Independent Solutions Wealth Management, a Registered Investment Advisor. Independent Solutions Wealth Management and The Financial Guys, LLC are separate and independent entities from Peak Brokerage Services, LLC. This material and/or opinions voiced herein are for general information only and are not intended to provide specific advice or recommendations for any individual or entity.

Experience

1. Senior Vice President Wealth Manager Retirement Planning & Financial Planning Specialist

   The Financial Guys

   Feb 2007 — Present · Williamsville, NY, US

   We help families and business owners achieve their financial goals by providing personalized plans to fit their needs and wants. No two people are the same, so cookie cutter retirement plans just won’t work. We’ll build a plan that works for YOU. WHAT MAKES US DIFFERENT: The Financial Guys is an independent firm. That means we are not owned by or influenced by any insurance company, bank, or investment company. Our arsenal of products and services gives us access to almost all investment, insurance and wealth management products and companies. Our sole bias resides on the side of the client – to bring appropriate solutions to that client and their family no matter what company they come from.HOW IT WORKS: Your first no obligation appointment with the firm includes an introduction to who we are, how we operate, and how we are compensated. If at that point you would like to move forward, we would ask to you complete some homework so we can learn more about you, your family, and your company’s current financial situation. From there, we can assist you in developing a financial road map to where you want to go.WHY IT WORKS: When you partner with The Financial Guys you get the most efficient and effective financial planning services that family-focused individuals and small business owners are looking for. By addressing your needs and wants first, we can develop a roadmap specific to your financial journey and give you realistic and clear expectations. My specialties include Financial Planning, Wealth Management, Retirement Planning, Investment Services, Taxes, Health Insurance, Employee Benefits, Estate Planning, Recession Planning, College Savings, 401K, IRA, Roth IRA, Mutual Funds, Veterans Aid Benefits, Diversification, Stock Selection, Asset Management.To learn more, or to schedule a complimentary review session, please email j••••••••@pbsrep.com or call (71••••••15.

Education

• The Ohio State University

  Bachelor's degree, Aviation/Airway Management and Operations

• The Ohio State University

  Bachelor's degree, Aviation/Airway Management and Operations

  1980 — 1985

• College for Financial Planning

  Courses in Financial Planning

Skills

• Business Process Improvement
• Sales
• Life & Health Insurance Licenses
• Customer Service
• Wealth Accumulation
• Tax Advisory
• Program Management
• Investment Management
• Investment Strategies
• Business Analysis
• Strategic Planning
• Wealth Preservation Planning
• Management
• New Business Development
• Holistic Financial Planning
• Investment Advisory
• Mutual Funds
• Wealth Management Services
• Crm
• Leadership
• Financial Planning
• Sales Management