Jeremy White CPA Family Wealth Advisor
2520 New Holt Road, Paducah, Kentucky 42001
(270) 594-5757 Suite A
Jeremy White CPA Family Wealth Advisor Business Information
- Name:
- Jeremy White CPA Family Wealth Advisor
- Address:
- 2520 New Holt Road
Suite A - City:
- Paducah
- State:
- Kentucky, US
- Zip Code:
- 42001
- Telephone:
- (270) 594-5757
- Fax:
- n/a
- Website URL:
- http://www.jwfwa.com
- Facebook:
- https://www.facebook.com/pages/Jeremy-White-CPA-Family-Wealth-Advisor/166943054244647
- Twitter:
- n/a
- Categories:
- Financial Planning Consultants
Investments - Hours:
- M-F 8am-5pm, Sa-Su Closed
- Services:
Being proactive to adjust your financial plans for life changes, Educating you (as much or as little as you desire) about financial topics, Helping you be accountable to your priorities and preferences, Partnering with you and being part of your support team, Providing an objective sounding board to point out any of your blind spots, Providing another perspective in challenging times, Simplifying your financial life - Products:
n/a - Brands:
n/a - Specialties:
- Preparation of income tax returns, Preparation of estate, inheritance and gift tax returns, Implementation of tax-efficient investment portfolios, Completion of tax-friendly wealth transfer plans, Installation of tax-favored retirement plan strategies, Completion of tax projections and estimates
- Coordinates:
- 37.067245, -88.694011
- Accepted Payment:
- Contact:
- [email protected]
About Jeremy White CPA Family Wealth Advisor
BEYOND THE BLAH, BLAH, BLAH
Take any sampling of financial advisory websites or brochures and you’ll see the same adjectives and nouns: quality service, financial solutions, your financial goals.
Here is an actual mission statement from another advisor’s site: “We provide outstanding service to our clients because of our dedication to the three underlying principles: professionalism, responsiveness, and quality.â€
You should expect professionalism and quality as a minimum, whether it’s from a financial advisor, dentist, or mechanic.
What sets us apart from other financial advisors are these differentiators with you in mind:
Integrated tax planning. Others say, “Check with your tax advisor.†We are your tax advisors.
Faith-based perspective for legacy, stewardship, and family financial decisions.
An independent financial advisor with access to many strategies. We are not incentivized to sell certain products from corporate headquarters this month.
Straight-talk communication and education. No technical jargon. Our aim is to bless, not impress.
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