Jamaal Wilkes Financial Advisors, LLC
Supplemental Retirement Options
A key to any financial planning strategy is preparing for retirement. JWFA offers a variety of
options to help clients prepare for retirement.
IRAs
Equity Indexed Annuities
Mutual Funds
Immediate Annuities
Variable Annuities
Insurance Risk Management
An important part of planning for your financial future is protecting it. JWFA can review, evaluate
and adjust, if necessary, your existing coverage to meet your immediate and ongoing needs. We
are specially trained and certified to perform objective and 3rd party assessed life insurance audits.
Long-term Care Insurance
Equity Indexed Universal Life Insurance
Universal Life Insurance
Variable Universal Life Insurance
Term Life Insurance
Whole Life Insurance
Disability Insurance
Life Insurance Audits
Estate Planning
Years of savings can be destroyed without proper estate planning. We help our clients devise a
plan to distribute their assets and property according to their wishes and minimize taxes.
Estate Tax Calculation Programs
Charitable Strategies
Charitable Remainder Trusts
Wealth Replacement Trusts
Irrevocable Life Insurance Trusts
Wealth Transfer Strategies
Financial Plans
Together we can create a financial plan to help you manage your affairs more intelligently to
minimize “financial fragmentation” and have a successful investment and financial experience.
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.
A key to any financial planning strategy is preparing for retirement. JWFA offers a variety of
options to help clients prepare for retirement.
IRAs
Equity Indexed Annuities
Mutual Funds
Immediate Annuities
Variable Annuities
Insurance Risk Management
An important part of planning for your financial future is protecting it. JWFA can review, evaluate
and adjust, if necessary, your existing coverage to meet your immediate and ongoing needs. We
are specially trained and certified to perform objective and 3rd party assessed life insurance audits.
Long-term Care Insurance
Equity Indexed Universal Life Insurance
Universal Life Insurance
Variable Universal Life Insurance
Term Life Insurance
Whole Life Insurance
Disability Insurance
Life Insurance Audits
Estate Planning
Years of savings can be destroyed without proper estate planning. We help our clients devise a
plan to distribute their assets and property according to their wishes and minimize taxes.
Estate Tax Calculation Programs
Charitable Strategies
Charitable Remainder Trusts
Wealth Replacement Trusts
Irrevocable Life Insurance Trusts
Wealth Transfer Strategies
Financial Plans
Together we can create a financial plan to help you manage your affairs more intelligently to
minimize “financial fragmentation” and have a successful investment and financial experience.
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.
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| Managing Wealth Intelligently |