Personalized Planning Process
T. Jay provides customized personal financial planning, risk management and investment management services to individuals, families, and business owners, through his affiliation with United Planners.
He begins with a free consultation to learn about you and your situation. This meeting gives you an opportunity to get to know T. Jay and determine if he is the right fit for you. While the initial meeting is normally a face-to-face conversation in T. Jay's office, a video conference also works well. After a thorough review of your situation, values and priorities, T. Jay begins formulating your personalized plan. In a follow-up meeting, he presents the plan and adjusts for your comfort and additional needs.
T. Jay takes pride in being an independent financial adviser. He believes in the strength of client relationships and the core values embodied in "The 4 Way Test". His goal is to help you plan life the way you want to live it.