OUR SERVICES
Here at Jolet Financial, we understand that each of our clients are multifaceted individuals who all live diverse lives. Meaning that the plans we create should be just as unique as our clients themselves are.
Every client’s needs will vary from one another. Therefore, we focus on creating original plans for our clients instead of recommending pre-designed plans like other companies do. We start by analyzing our clients needs first and then building a customized plan for that individual person. By using our multi-layered tactic to create custom tailored plans designed to your specific needs you can expect a retirement plan that covers all of your needs and more.
Our Multi-Layered Tactic:
Our multi-layered tactic to create unique and original plans for each of our clients is what sets Jolet Financial apart from other insurance companies. We believe that in order to create the best retirement plan for our clients you need to examine all of the different facets of their lives and what retirement will hold for them in the future.
By analyzing a client’s financial coverage, lifetime coverage, and health coverage we ensure that you will be fully prepared for the future and can rest easy knowing everything has already been thought of and taken care of by your specialist.
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Financial Coverage
— Secure Retirement Protection
— Balanced Asset Funds
— Accounts from $5,000 to $2,000,000
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Lifetime Coverage
— Impairment Income
— Illness/Injury Coverage
— Medicare Supplements and HMO Options*
— Group Health Sales**
*Must be a Financial or Life Existing Client
**limited to San Diego County
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Health Coverage
— Guaranteed Income for Life
— Death Benefit
— Protection for all your years
Our Partners —
We partner with the carriers listed below because we know when it comes to creating a custom retirement plan for you, they always provide the best coverage for you and your family.
