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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
There are things about Social Security that might surprise you.
Bonds may outperform stocks one year only to have stocks rebound the next.
It's important to understand how inflation is reported and how it can affect investments.
Lifestyle considerations in creating your retirement portfolio.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The decision whether to buy or rent a home may have long-term implications.