About
Retirement Concerns
About John Jett, MBA, ChFC
About John Jett, MBA, ChFC
#1 Fear is running out of money.
#2 Fear is losing money.
Whether your retirement need is immediate income, safe growth for accumulation, or transfer of legacy, our team of experts can help. We are experienced with diversifying retirement options, reducing financial risks, analyzing exposure and protecting retirement assets.
John use
#1 Fear is running out of money.
#2 Fear is losing money.
Whether your retirement need is immediate income, safe growth for accumulation, or transfer of legacy, our team of experts can help. We are experienced with diversifying retirement options, reducing financial risks, analyzing exposure and protecting retirement assets.
John uses proven strategies specifically designed to safeguard and hedge against market volatility.
About John Jett, MBA, ChFC
About John Jett, MBA, ChFC
About John Jett, MBA, ChFC
Mr. Jett has served his country, state, public funds and community in different capacities. He is a designated expert consultant, specializing in retirement alternatives for over 21 years. He has achieved Million Dollar Round Table (MDRT), Court of The Table (COT), President's Council, South Texas Annuity Champion, Investment Annuity
Mr. Jett has served his country, state, public funds and community in different capacities. He is a designated expert consultant, specializing in retirement alternatives for over 21 years. He has achieved Million Dollar Round Table (MDRT), Court of The Table (COT), President's Council, South Texas Annuity Champion, Investment Annuity Champion and more. He earned his MBA degree from the University of Texas & ChFC (Financial Planning ) from the American College of Financial Services. In addition, John is a licensed Risk Manager & Employee Benefits Consultant.
Making & Meeting Goals
About John Jett, MBA, ChFC
Making & Meeting Goals
We start by documenting your goals, addressing concerns, discussing potential problems and then compare these facts to your current position. Before any implementation is presented, prospective clients must complete a fact finder and share financial statements that impact the family, or business. This provides for a more accurate di
We start by documenting your goals, addressing concerns, discussing potential problems and then compare these facts to your current position. Before any implementation is presented, prospective clients must complete a fact finder and share financial statements that impact the family, or business. This provides for a more accurate diagnosis and tracking. As an independent fiduciary, clients can count on unbiased recommendations and impartial guidance, based directly on your specific needs and goals.
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PUBLIC ARTICLES
19 Nov 2021 The Wall Street Journal
27 July 2005 The Wall Street Journal
19 Nov 2021 The Wall Street Journal
"The Annuity Option for a Secure Retirement
Payout: annuities provide more in annual income from $1 million than either a 4% withdrawal strategy or a 3.3%."
30 Aug 2021 Morningstar
27 July 2005 The Wall Street Journal
19 Nov 2021 The Wall Street Journal
"How to Use Annuities During Retirement: When to consider annuities rather than bonds."
27 July 2005 The Wall Street Journal
27 July 2005 The Wall Street Journal
27 July 2005 The Wall Street Journal
"The Secret to a Happier Retirement: Friends, Neighbors and a Fixed Annuity"
Contact
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Jett Financial Group
4739 South Jackson Road, Edinburg, Texas 78539, United States
1408 Gables Court, Plano, Texas 75075, United States (956) 683-0199 Edinburg Office (Michelle) (214) 440-5582 Plano Office (Andrea)
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
You may know Warren Buffett’s famous saying:
“Rule No. 1: Never lose money.
Rule No. 2: Don’t forget rule No. 1.”
While his investing strategy may be a bit more sophisticated than that, he is right about how important it is to minimize investment loss — especially as you approach retirement with less time to recover. Why?
Because losses hurt more than gains help. You would need a return greater than the loss to get back to the investment’s original value. That means if a 20% loss is followed by a 20% gain, you still carry a loss.
Consider a strategy built to protect your portfolio from a market decline. With guidance from Jett Financial , you have crediting strategies designed to provide 100% downside protection. Because you’re safeguarded from market losses, even small gains will keep your money growing and working toward your income goals.
Yes! We can help you figure out how to defend your financial position and solve for future cash flow. We can also assist with TSP Rollover, 401(k) Rollover, underwriting pension options and funding estate planning solutions.
A Chartered Financial Consultant (ChFC) accelerates beyond basic retirement information in order to help better understand inflation, volatility, risk exposure, capital gains, index crediting methods, and lifetime retirement income you cannot outlive. Most retirees are unaware how powerful mortality credits, certainty, sequence of returns and sequence of distributions can impact your lifestyle in retirement years.
june 19, 2009 ; Post 2008 US real estate Market Crash
An Example of Why Certainty Matters
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Disclosure
The information provided is not written or intended as specific tax or legal advice. Jett Financial Group, LLC, its employees and representatives, are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.
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