Life moves quickly. Sometimes it's hard just keeping up. As with most other things in life, the key to achieving your long-term objectives is planning. Your personal goals may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. We'll help you crystallize your objectives.
More importantly, we'll offer meaningful solutions that will steer you in the right direction. Your business goals may include offering competitive fringe benefits, developing a solid business continuation plan, or financing a buy-sell agreement. We'll simplify the process and make your job easier so that you can devote more time to the business at hand.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. Find out why it's important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
More importantly, we'll offer meaningful solutions that will steer you in the right direction. Your business goals may include offering competitive fringe benefits, developing a solid business continuation plan, or financing a buy-sell agreement. We'll simplify the process and make your job easier so that you can devote more time to the business at hand.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. Find out why it's important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Services
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
Jack Watkins (CA INSURANCE LIC# 0E33958) is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA, FL, IL, IN, MA, ME, NC, NH, NY, OH, PA, RI, SC, TN, VA & VT.
No insurance business may be conducted outside this/these state(s) referenced.
Jack Watkins is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.
Jack Watkins (CA INSURANCE LIC# 0E33958) is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA, FL, IL, IN, MA, ME, NC, NH, NY, OH, PA, RI, SC, TN, VA & VT.
No insurance business may be conducted outside this/these state(s) referenced.
Jack Watkins is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.
Watkins Financial was conceived in 1991.
Our mission is to provide personal and professional service to our corporate and individual clients.
Our core belief is that individuals want and need a personal touch when it comes to matters of business and family insurance planning.
Over the last decade, financial corporations have merged and become larger.
As a result, true personal client relationships may have been lost.
We take the time to understand our clients' financial needs and objectives.
Only after we identify what is important to the individual can we establish a financial strategy to help satisfy his or her needs.
Our mission is to provide personal and professional service to our corporate and individual clients.
Our core belief is that individuals want and need a personal touch when it comes to matters of business and family insurance planning.
Over the last decade, financial corporations have merged and become larger.
As a result, true personal client relationships may have been lost.
We take the time to understand our clients' financial needs and objectives.
Only after we identify what is important to the individual can we establish a financial strategy to help satisfy his or her needs.
One of the best things about working for Watkins Financial and Insurance Professionals is being able to offer real-world solutions to people who have a genuine need.
We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place.
At Watkins Financial and Insurance Professionalsl, we take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place.
At Watkins Financial and Insurance Professionalsl, we take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Life Insurance: A life insurance policy is an effective way to protect your family's lifestyle and future, and we offer several different types of life insurance that can be tailored to your unique needs.
Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection.
Permanent life insurance policies can even provide a cash value that may grow tax-deferred over time.
Your cash value can be accessed to help supplement your retirement income when your protection needs decrease later in life, or for any other major life need such as paying for a child's college expenses.*
Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection.
Permanent life insurance policies can even provide a cash value that may grow tax-deferred over time.
Your cash value can be accessed to help supplement your retirement income when your protection needs decrease later in life, or for any other major life need such as paying for a child's college expenses.*
Helping you keep up the good work.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things - running your own business takes more than hard work.
It takes insight, planning, and the ability to call on the right resources every step of the way.
You have worked hard to get where you are today.
A variety of events can occur that could quickly threaten the success and stability of a business.
From your business to your family, We can help you gain peace of mind.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things - running your own business takes more than hard work.
It takes insight, planning, and the ability to call on the right resources every step of the way.
You have worked hard to get where you are today.
A variety of events can occur that could quickly threaten the success and stability of a business.
From your business to your family, We can help you gain peace of mind.
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