Jillian E. DeVaney, LUTCF

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.


Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a Financial Designer  helping you design and build your financial house, I am trained to help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives:

INSURANCE NEEDS

• Business and Personal Insurance Planning
• Life Insurance and Disability Insurance*
• Health Insurance*
• Long Term Care Insurance

EMPLOYEE BENEFITS

• Pension
• Profit Sharing including 401(k) Plans

ACCUMULATION PLANNING

• Mutual Funds#
• Traditional and  Roth IRAs
• Education Funding
• Retirement Funding

ESTATE AND BUSINESS PLANNING

• Estate Tax Management
• Key Person Insurance
• Buy-Sell Funding
• Supplemental Executive Plans

I truly care about what is in the best interest of you, my client, above anything else. For 23 years, I have been committed to giving my clients and prospects the best possible service. 

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 

*Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.                                                         
#Offered by NYLIFE Securities LLC (member FINRA/SIPC)


Jillian E. DeVaney is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of California (Ca Ins Lic 0662566) and Colorado. No insurance business may be conducted outside these states referenced.



Jillian E. DeVaney is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, 21860 Burbank Boulevard #120, Woodland Hills, CA 91367, (818) 884-4009.  In this regard, this communication is strictly intended for individuals residing in the states of California and Colorado. No offers may be made or accepted from any resident outside the specific states referenced.
 




 

Jillian E. DeVaney is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.