JWC

At JWC, we focus on giving our Pre-retirees their "two numbers"… The "1st Number" comes from creating a personal family financial website called "Your Dashboard". This is your "Point A" (which is your Net Worth) and includes all your assets, liabilities and valuations. The "2nd Number" is a dreaming & goal setting process which determines the "Point B", which is the Net Worth you need to achieve to realize your dreams and goals. Once we know what your Point A & B are, the planning process helps you see the steps needed to reach your goals. It's normal to estimate pensions, social security, inheritance, taxes, insurance & other factors expected to affect your numbers... Retirees want to pay special consideration to income strategies, tax planning, and estate planning areas. Additionally, we use our personal family financial website called "Your Dashboard" to make sure you have clarity on the location & values of your assets and important family documents. We also have a process called..

Also known as: JWC Wealth

Primary location: Tampa United States