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Jeffrey, Raymond and John work with a select group of clients helping them manage their wealth by looking at wealth through four lenses: Investments, Liability Management, Risk Management and Trust and Estate Services.
They help their clients create a financial plan that helps them understand their goals and aspirations as well as their concerns. As time goes on, Jeffrey, Raymond and John model and update that plan based on market conditions and life events.
Our Team
We have been working with individuals and businesses in the area for several years and have extensive personal and professional experience. We hold various professional designations and, as qualified representatives, are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial solutions and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.We look forward to using our experience to help you pursue your financial goals.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
The Inspired Financial Plan
The inspired financial plan starts with a conversation. The financial or estate plan is the core of an inspired financial plan but what differentiates this plan over traditional financial plans is in the conversation that we have with my clients and in many cases, with their family members.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 15, 2023
We would like to welcome Jackie Dufresne to the Pollard Bryan & Carl Wealth Management Group. Looking forward to working with her and helping her clients.
https://www.financialadvisoriq.com/c/4240824/545853/janney_adds_advisors_with_total?referrer_module=emailMorningNews&module_order=5&login=1&code=YW5Sb2IzSndRR3BoYm01bGVTNWpiMjBzSURZek9UYzRNRE1zSURFd01EVTROVGcyTlE9PQ
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.