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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that vacation home, you invested the money?
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?
Here’s a crash course on saving for college.