Financial Services

Planning for the Future

Ensure that your future is financially secure with services from Jax Finance Solutions. We help you understand your planning options. With our help, you are able to make the best decision about everything from estate planning to life insurance. One of the most important things we do for our clients is to educate them about their financial options. We want you to be able to make an informed decision, so we always take the time to ensure that you understand all your options.

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Critical Illness Coverage

We provide critical illness insurance that protects you in the event you are diagnosed with a life-threatening ailment. This gives you one lump sum that you may use to pay medical bills or provide for your family.

Travel Insurance

When you are planning a trip, we make sure that you are fully prepared with travel insurance. It is very important that you understand this insurance before your journey begins. Getting the proper insurance means that you are taken care of in the event of lost baggage, trip cancellation, and injury or illness.

Life Insurance

Make sure your family is taken care of in the event of your death. We offer several options for life insurance. These policies give you the opportunity to protect your home, business, and any other assets you may have.

Affording an Education

Furthering your education is expensive, but we help you register for education savings plans. The best part of these plans is that the United States government gives you 20% of what you save to help you pay for tuition and books.

Planning for Retirement

Our financial advisors help you establish a similar savings plan for retirement. Registered retirement savings plans help you build for a future after you retire from your career.

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Staying Focused on You

Our focus is always on our clients. When you commit to being our client, we commit to maintaining contact with you. We schedule regular meetings to ensure that your needs are always being met, and that you remain informed about any new developments in your portfolio.