Welcome to Jefferson Wells Financial Group
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Jefferson Wells, CPA, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How to help determine life insurance needs to provide for your family after you pass away.
A four-step framework for building a personal legacy.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Purchasing homeowners insurance is critical for protecting your home.
There are things about Social Security that might surprise you.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”