Title: Financial Services Representative
JFoe@mycoastalwealth.com
Office: 561-207-2326
Fax: 561-207-2301
Focus: Insurance Strategies, Military, Business Owners, Retirement Planning, College Funding Strategies, Group Benefits, Business Succession Strategies, Risk Management Strategies, Financial Education, Estate Conservation Strategies
Languages: English, Spanish
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
CRN202511-3317905
MY APPROACH
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Disclosure:
I am licensed to sell insurance in: FL, TX, GA, and OH
*Not all representatives can offer all services listed. Please consult our office for full details. Health & Dental insurance offered by unaffiliated insurers.Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies.CRN202408-949479
