Jacquelyn Kuhn Client Toolkit

Step into financial freedom...one goal at a time

Start by identifying the goal or goals that are most important to you right now.

Protecting your Family & Future
Prepare for unforseen occurrences

Financial Independence
Helping you ensure you can enjoy a comfortable retirement

Asset Allocation*
Allocate your assets to help meet your risk tolerance and investment time frame

Tax Reduction Strategies
Identify opportunities to defer and reduce

Business Strategies
Protect your business with effective solutions now to help ensure a successful future

Legacy Creation
Explore general gift, will, trust, and estate strategies

*Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.

BUSINESS PHILOSOPHY
My mission is to help our clients achieve their financial goals so that they can fulfill their financial future. I believe in developing client relationships based on integrity, accountability, and exceptional service. My goal is to become a lifetime resource for each and every client.

QUALIFICATIONS

• Series 6, 63, 65, 7, 24 Securities Registrations
• Registered to offer Securities Products in AL, CA, FL, GA, MD, Ml, NC, SC, TN, TX, WA, WI
  
• Licensed to sell Life & Health Insurance in AL CA, FL, GA, MD, Ml, NC, SC, TN, TX, UT, WA
• Firm Financial Planner of the year- 2014
• Recipient of the 2015 Five Star Wealth Manager Award

SERVICES

• Comprehensive Financial Analysis
• Retirement Planning
• Pension Payout Alternatives
• Income Strategies for Retirement
• IRA Consolidation/Rollovers
• Tax Reduction Strategies
• Investment Analysis
• Education Funding Strategies
• Life Insurance & Income Protection Strategies
• Charitable Giving Strategies
  
• Wealth Transfer Strategies
• Wealth Management Strategies