I Am Expert In
Strategic Retirement Income Planning
Qualified Retirement Plan Solutions: 401(k), 403(b)
As a Senior Certified Steelpool Advisor, Jay is truly passionate about developing comprehensive retirement strategies for individuals entering the retirement transition phase, extending beyond traditional models of focusing on specific areas of that transition.
Today, more than ever, having a successful retirement requires a different, more comprehensive approach: The Steelpool Process. The Steelpool Process allows him to gather the necessary information to analyze, organize, and customize solutions for each unique individual or couple, significantly increasing the probability of success.