Jamaal Wilkes Financial Advisors, LLC
Today’s small business owners must provide financial and insurance solutions for themselves
and their employees, as well as ensure the future security of their businesses. In addition to
investment planning and management, Jamaal Wilkes Financial Advisors offers a variety of
strategies, products and services to help business owners meet their needs.
Executive Compensation Solutions
JWFA and associates can help business owners design plans to attract quality employees and
retain key personnel with our Executive Compensation solutions.
Deferred Compensation
Executive Bonus
Key Person Insurance
Business Continuation Solutions
JWFA offers a variety of solutions that can help a small business owner transfer ownership
and protect the future of his/her company.
Buy-Sell Arrangements
Business Continuation Strategies
Retirement Plan Solutions
It’s important for a business owner to invest in his/her company and in the employees that work
there. JWFA offers a variety of packages to help reward and retain personnel with tangible
benefit programs such as:
401 (k), Sole Proprietor 401(k)
Profit Sharing Plans
Defined Benefit Plans and 412(i) DB Plans
Defined Contribution Plans
SEP and Simple IRA
403(b), 457 Plans
JAMAAL WILKES FINANCIAL ADVISORS, LLC is a Registered Investment Advisor (RIA) with the
State of California and therefore, is not legally empowered to provide investment advisory services
to residents of any state other than California. This website shall in no way directly or indirectly
be construed as a solicitation to sell investment advisory services outside the state of California.
CA License 0B90669.
and their employees, as well as ensure the future security of their businesses. In addition to
investment planning and management, Jamaal Wilkes Financial Advisors offers a variety of
strategies, products and services to help business owners meet their needs.
Executive Compensation Solutions
JWFA and associates can help business owners design plans to attract quality employees and
retain key personnel with our Executive Compensation solutions.
Deferred Compensation
Executive Bonus
Key Person Insurance
Business Continuation Solutions
JWFA offers a variety of solutions that can help a small business owner transfer ownership
and protect the future of his/her company.
Buy-Sell Arrangements
Business Continuation Strategies
Retirement Plan Solutions
It’s important for a business owner to invest in his/her company and in the employees that work
there. JWFA offers a variety of packages to help reward and retain personnel with tangible
benefit programs such as:
401 (k), Sole Proprietor 401(k)
Profit Sharing Plans
Defined Benefit Plans and 412(i) DB Plans
Defined Contribution Plans
SEP and Simple IRA
403(b), 457 Plans
JAMAAL WILKES FINANCIAL ADVISORS, LLC is a Registered Investment Advisor (RIA) with the
State of California and therefore, is not legally empowered to provide investment advisory services
to residents of any state other than California. This website shall in no way directly or indirectly
be construed as a solicitation to sell investment advisory services outside the state of California.
CA License 0B90669.
| Managing Wealth Intelligently |
BUSINESS SOLUTIONS
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