Our Company

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JT Financial Solutions, Inc., provides personalized insurance, investment and retirement solutions to individuals and businesses. We strive to create financial stability, independence and security for business owners, professionals, and individuals planning for retirement, as well as those already retired.

By utilizing exclusive and confidential needs analyses and designing and implementing financial plans and benefit packages that meet specific goals and objectives, we can provide you with an excellent strategy to match your specific retirement goals and objectives.

Planning for retirement can be a daunting task. That’s why we always remind our clients that Planning for Tomorrow Starts Today. Moreover, if you’re already retired, we have solutions available to protect your nest egg and to have financial certainty and security throughout your golden years.

Our Vision and Mission

We manage assets for individuals and families, providing investment management, and financial planning services.

Our Services

 

For business owners and professionals

For business owners and professionals, we provide solutions regarding their concerns about:

  • Business Succession Strategies
  • Buy-Sell Funding
  • Attracting & Keeping “Key-Employees”
  • Executive Bonus Plans
  • Retirement Planning
  • IRA’s—Traditional & Roth
  • SEP’s
  • SIMPLE IRA’S
  • 401 (k)’s
  • Group Health & Life Insurance

 

For families and individuals

For families and individuals planning for retirement, or those already retired, we provide solutions regarding their concerns about

  • 401 (k) & IRA Rollovers
  • Long Term Care
  • Safety and Opportunities for Retirement Funds
  • Outliving Retirement Funds
  • Paying Taxes on Social Security
  • Escalating Costs of Medicare Supplements
  • Last Expenses
  • Maximizing Financial Legacies to Heirs and Charities
  • Charitable Giving Plans and Advantages