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Home | Richard S. Jeffery, CFP®

Richard S. Jeffery, CFP. Financial Network Investment Management Solutions. Our Products and Services. Are you ready for retirement? Here are five words you should consider. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Understanding Today’s Financial Environment. INX, OEX, IXIC, TNX. To choo...

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RICHARD JEFFERY

12395 WO●●●●●●●●DE DRIVE

SAN●●●EGO , CA, 92128

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RICHARD JEFFERY

12395 WO●●●●●●●●DE DRIVE

SAN●●●EGO , CA, 92128

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800-●●●●2834
JE●●●●●●@CETERANETWORKS.COM

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RICHARD JEFFERY

12395 WO●●●●●●●●DE DRIVE

SAN●●●EGO , CA, 92128

US

800-●●●●2834
JE●●●●●●@CETERANETWORKS.COM

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Richard S. Jeffery, CFP. Financial Network Investment Management Solutions. Our Products and Services. Are you ready for retirement? Here are five words you should consider. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Understanding Today’s Financial Environment. INX, OEX, IXIC, TNX. To choo...
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Home | Richard S. Jeffery, CFP® | rickjeffery.com Reviews

https://rickjeffery.com

Richard S. Jeffery, CFP. Financial Network Investment Management Solutions. Our Products and Services. Are you ready for retirement? Here are five words you should consider. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Understanding Today’s Financial Environment. INX, OEX, IXIC, TNX. To choo...

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Raise Your Retirement Income | Richard S. Jeffery, CFP®

http://www.rickjeffery.com/resource-center/retirement/raise-your-retirement-income

Richard S. Jeffery, CFP. Financial Network Investment Management Solutions. Our Products and Services. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Important Birthdays Over 50. Investment Strategies for Retirement. People Don't Plan to Fail, They Fail to Plan!

2

Estate | Richard S. Jeffery, CFP®

http://www.rickjeffery.com/resource-center/estate

Richard S. Jeffery, CFP. Financial Network Investment Management Solutions. Our Products and Services. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Do You Need a Will? Federal esta...

3

Investment | Richard S. Jeffery, CFP®

http://www.rickjeffery.com/resource-center/investment

Richard S. Jeffery, CFP. Financial Network Investment Management Solutions. Our Products and Services. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. A Primer on Dividends.

4

Our Mission

http://www.rickjeffery.com/p/our-mission

Richard S. Jeffery, CFP. Financial Network Investment Management Solutions. Our Products and Services. At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. People Don't Plan to Fail, They Fail to Plan!

5

Donating Art: Taxation Abstraction | Richard S. Jeffery, CFP®

http://www.rickjeffery.com/resource-center/tax/donating-art-taxation-abstraction

Richard S. Jeffery, CFP. Financial Network Investment Management Solutions. Our Products and Services. Donating Art: Taxation Abstraction. The varied reasons to donate art range from a personal affinity for a museum, the desire to create a legacy, and the tax consideration that may come with the donation. The tax rules surrounding the tax deduction of art are complex and confusing.¹. Where It Becomes Complicated. Even if you are donating art to a public tax-exempt organization, a deduction based on the a...

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Ambassadors | Ventura Chamber of Commerce

http://venturachamber.com/who-we-are/committees/ambassadors

805643.7222 info@ventura-chamber.org. 505 Poli St., 2nd Floor, Ventura, CA 93001. Sign Up for Chamber Connection Newsletter. Do Business in Ventura. Ventura A Great Place to Live. Economic Development & Legislative Committee. Ventura Commerce & Education Foundation. Principal for a Day. Young Professionals Group (YPG). Economic Development & Legislative Committee. Economic Development & Legislative Committee. Ventura Commerce & Education Foundation. Principal for a Day. State of the City. Actively partic...

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Richard S. Jeffery, CFP. Financial Network Investment Management Solutions. Our Products and Services. Are you ready for retirement? Here are five words you should consider. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Understanding Today’s Financial Environment. INX, OEX, IXIC, TNX. To choo...

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