What We Do
"I work with clients, providing exceptional consulting services that are catered specifically to their needs." Take a look below at the services I offer and get in touch to achieve immediate results.
Free 30-Minute Financial Review
A Comprehensive Approach
Whatever your financial objectives, I can discuss them with you and then deliver a plan to help you achieve them.
I will review the following:
Total household income.
Security – check for coverage to protect you and your family for loss of regular income due to serious illness or death.
Savings and Investments – help you select the right mix so your money is working and available when you need it most.
Retirement – review your retirement plans and how much you need to save.
Lunch & Learn Retirement Plan
Money helps to guarantee lifestyle and health. Retirement is an important topic to discuss. With 50 considered the new 30, and 60 being the new 40, what once seemed old is no longer.
I am committed to helping individuals, small businesses, and organizations grow and partake in the best possible outcomes for their financial future.
Serving Educators, Police & Fire, Faith-Based Organizations, and Small Business Owners
Helping reduce taxation and fees is something that Jefflyn Dangerfield takes pride in. She strengthens your company by reducing employee turnover, attracting new hires, and retaining key employees. She connects each employer with financial solutions and customizes programs to fit her client’s needs.