Website
www.YourLifeOurPlan.com
Jeff believes that by allowing him to help with all areas related to your long-term financial goals, there is a much higher probability of achieving them. He will work with you to evaluate all types of risks and develop a strategy to protect against what you cannot control. His focus for clients is always a logical, long-term approach.
He bases his practice on three core values.
Integrity – Offering advice with your best interest as the top priority.
Clarity – Explaining products and strategies clearly so you can make an informed decision.
Commitment – Making the effort necessary to help you achieve your financial goals.
The services he uses with clients include: Financial Planning with eMoney, Retirement investments and income-distribution strategies, estate planning, long-term care, tax reduction strategies, investment management, executive benefit and deferred compensation Strategies, Philanthropic Gifts/Endowments and Group Benefits.
The products he uses with clients include: Wealth Management Services (individual securities and bonds), Mutual Funds, Annuities (Fixed, Variable and Index), Individual IRAs (Traditional and Roth), Simple and SEP IRAs, 401Ks, College Savings Plans, Life insurance, Disability Income insurance and Long-Term Care insurance.
Jeff grew up in Penn Hills, PA and currently lives in Plum Borough, PA. He is an active member of Monroeville Assembly of God and also coordinates the Hoops For Jesus ministry at The Fold worship site located in Penn Hills. He has three sons named Jeffrey, Michael and James. He enjoys spending time with family and his cats Silas and Daniel. He also enjoys listening to music, watching various sports and playing golf.
He has a Bachelor’s degree from Indiana University of PA. He worked successfully as a financial advisor with Ameriprise Financial and MetLife Premier Client Group before affiliating with Mosaic Wealth Consulting in 2015. He holds a Series 7 and Series 66 securities registrations as well as life, accident, health and Long- Term Care licenses.