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Jeff Walters

Partner @Jet Wealth Advisors

Scottsdale, AZ, US
EMAILS
j••••••••@jetwealthadvisors.com
MOBILE NUMBERS
+14•••••••67

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WORK HISTORY

Mar 2021 — Present

Partner @Jet Wealth Advisors

CA

We are a family office overseeing every aspect of our clients financial needs. We manage investment strategy, risk management, IRA\'s, 401k plans, profit sharing, cash balance plans, retirement planning, insurance needs, estate planning strategies, and retiree income. We have developed a service model to provide our clients with exceptional service and offer them options to help them reach their financial goals.

SKILLS

401k PlanningFixed Income StrategiesWealth Preservation PlanningRisk ManagementVariable AnnuitiesBusiness Owner PlanningFinancial AdvisoryAsset AllocationInvestment PlanningInvestment StrategiesEtfsLeadershipInvestmentsRetirement PlanningFixed AnnuitiesSalesManagementStrategic PlanningTax Efficient StrategiesDeferred CompensationEquity Indexed AnnuitiesInsuranceMutual Funds401k Rollovers

ABOUT JEFF WALTERS

As a Financial Advisor and Partner at JET Wealth, I am dedicated to helping individuals…

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