Jay R Hardesty

About Jay R Hardesty

Retirement is a treasured, and fearful, event. It should not be viewed as a destination or finish line, but instead as a Journey and starting point.you need to be prepared as you begin your journey, as well as be well-equipped for any challenges that may arise as you traverse the ever-changing landscape. You no longer will have an \"active\" income to buffer fluctuating markets, no longer the comfort of a scheduled paycheck, and no longer full employee benefits. A business succession plan may be counted upon to fund a large portion of your retirement. If so how do you maximize the proceeds, and then place those funds for future need and enjoyment? It may be the same if you have investment real estate. Any tax-favored retirement plans such as IRAs, and 401ks include Uncle Sam as your partner when withdrawn. How you distribute your \"nest egg\" will determine if you enjoy a three-egg omelet loaded with your favorites, or a single egg scrambled. We offer you steadfast guidance to, and through, Retirement.

Experience

1. President,

   Money Concepts

   May 2014 — Present · Golden, CO, US

   Acting as a fiduciary we work in concert with your current legal and tax advisors creating an orchestrated team resulting in a seamless citadel for your financial peace. Jay is appointed with the American Veterinary Medical Association as a representative for AVMA LIFE. Disclaimer - Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. MoneyConcepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service orproduct, or to provide investment, tax or any other advice. This Page is intended for US persons only Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC © 19••••10 Money Concepts International. Ashton Wealth Management is not affiliated with Money Concepts Capital Corp

Education

• RIT

  Finance and Accounting

• SUNY Brockport

  Pre-Veterinary Medicine

• Butler University - Lacy School of Business

  Finance and Accounting

Skills

• Avma Ghlit Representative
• Asset Management
• Business Planning
• Small Business Retirement Planning
• Financial Planning
• Charitable Gift Planning
• Asset Protection
• Legacy Planning
• Wealth Management
• Longevity (Retirement) Planning
• Risk Management
• Financial Advisory
• Special Needs Planning
• Retirement Planning
• Investments
• Business Transition Planning