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Jerry L. Spivey, CLU CFP

Title: Financial Services Professional


jspivey@mycoastalwealth.com

Office: 706-283-7722

Fax: 706-283-0920



Focus: Insurance  Strategies, Retirement Income  Strategies, Charitable Giving, Business Succession Strategies, Risk Management Strategies, Estate Conservation Strategies,  Financial  Education, Student Loan Refinancing, Business Owners, College Funding Strategies, Group Benefits, LGBTQ, Military

Languages: English


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:

 

CA Insurance License #XXXXX | State of Domicile: XX

AR Insurance License #XXXXX | State of Domicile: XX

I am licensed to sell insurance in: list states

*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