Do you have a financial plan setup for Retirement? Are you sure it will fund your goals and will not run out? Will it take care of your loved ones? If you are not certain, let Mr. A.J. Ruffin, founder of Jefferson Matthews Wealth Solutions, guide you in creating a concrete plan that you can feel secure about.
At Jefferson Matthews our goal is to assist our clients in finding the best products to suit their individual financial needs. There are various and numerous financial products available, so we are strategic about assessing and identifying our client's needs on an individual basis. We then create a plan that specifically caters to their unique situation. We assist our clients with everything from retirement planning to financial management and asset allocation. Some of our specific services are:
Group Retirement and Savings Plans
A defined contribution plan is a retirement plan in which the employer, employee, or both contribute to the employee's individual account on a periodic basis.
An annuity works by transferring risk from the owner, called the annuitant, to the insurance company. Like other types of insurance, you pay the annuity company premiums to bear this risk.
A life insurance policy is a contract with an
insurance company. In exchange for premium payments, the insurance company provides a lump-sum payment, known as a death benefit, to beneficiaries upon the insured's death.