Jeffrey Lasky Financial Services, LLC
Personal Financial Services
– Combining investment, cash flow and tax planning for a comfortable retirement.
IRAs and Rollovers
§Tax Consequences of Lump-Sum Distribution
§Investment Strategies for Retirement
§Selecting a Pension Option at Retirement
– Meeting short and long term investment needs such as education funding, pension investing or basic wealth accumulation.
Mutual Funds
Fixed and Variable Annuities
Unit Investment Trusts
Individual Stocks and Bonds
– Helping clients reduce taxes.
Tax-Free and Tax Advantaged Investing
Innovative Ways to Reduce Income Taxes
– Helping clients plan for the distribution of their assets.
Planning to Minimize Expenses and Federal Estate Taxes
Strategic Use of Life Insurance in Estate Planning
Charitable Giving Strategies
Family Business Succession Plans
– Protecting your family through the prudent use of insurance.
Life Insurance
Health Insurance
Disability Insurance
Long Term Health Care Insurance