Jaykay Wealth Advisors, Inc. Employee Directory

Financial ServicesTexas, United States2-10 Employees

At Jaykay Wealth Advisors, Inc., we are dedicated to helping our clients reach their financial goals through comprehensive financial planning. As CERTIFIED FINANCIAL PLANNER™ practitioners with over 30 years of experience, we provide clients with personal, detailed counseling to plan for what is most important in their life. Then we build and implement cohesive financial plans that integrate retirement income planning, investment management, tax planning, risk management, and estate planning – all while maintaining focus on our clients’ needs, priorities, and long-term goals.

Retirement Income and Distribution Planning:
    • Implementation of recommendations to fund your income needs and help maintain a comfortable standard of 
      living.
    • Recommendations on the distribution strategies for your employer retirement plans, IRAs, and Beneficiary 
      planning for retirement and non-retirement assets

Investment Services and Asset Management:
    • Quarterly portfolio reviews to evaluate your investments performance, update your overall financial objectives 
      and if necessary, reallocate your portfolio as agreed upon by you
    • Recommendations regarding positioning of funds within your employer provided retirement plans such as 
      401(k)s

Tax Reduction Strategies:
    • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
    • Periodic review of your taxes as needed to incorporate any new tax laws

Risk Management:
    • We provide and manage risk management needs through insurance and long-term care insurance 
    • We work closely with the beneficiaries to help them carefully manage the insurance proceeds

Estate Planning and Asset Protection Strategies:
    • Organizing the reduction of estate taxes and help protect assets for your loved ones
    • Analysis of the beneficiaries of your IRAs and how to establish an inherited IRA to continue for up to 70 years 
      or after you pass away

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