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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Gaining a better understanding of municipal bonds makes more sense than ever.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
A quick history of the Federal Reserve and overview of what it does.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: right now.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.