Jean Henry
Life Insurance & Investments
Are you feeling unsure about your financial situation? Wondering if you're on track for your goals? We understand -finances can be complex, and it's easy to feel overwhelmed.
That's why we're offering a complimetary FINANCIAL NEEDS ANALYSIS. This personalized assessment will give you a clear picure of your current financial standing and help you chart a course towards your dreams.
here's what you can expect during our financial needs analysis
This complimentary analysis is with no obligation to purchase any products or services. It's simply our way of helping you gain control of your finances and build a brighter future.
In-depth Conversation
We'll sit down with you and discuss your financial goals, from retirement planning to saving for your children's education.
Financial Checkup
We'll analyze your income, expenses, assets, and liabilities to understand your overall financial health.
Personalized Roadmap
Based on your unique situation, we'll identify potential gaps and create a personalized strategy to help you achieve your goals.
what i offer & services
Client-focused Approach
Jean prioritizes her clients' needs above all else.
Exceptional Communication Skills
She explains complex concepts in a clear and concise manner.
Strong Work Ethic
Jean is dedicated to finding the perfect policy for every client.
Compassionate And Empathetic
Jean understands the emotional considerations of life insurance planning.
Income Protection
Jean Henry is your partner in Life Planning. She is not your average life insurance agent. She's passionate about helping individuals and families navigate the complexities of life insurance, ensuring they have the right coverage in place to achieve their financial goals.
Experience You Can Trust
With 20 years of experience in the industry, Jean has a deep understanding of a wide range of life insurance products, from term life to whole life and universal life. She stays up-to-date on the latest trends and regulations to ensure her clients receive the most relevant and personalized advice.
More Than Just A Sale
Jean believes in building strong relationships with her clients. She takes the time to understand their unique needs, risk tolerance, and financial aspirations. Through open communication and clear explanations, she empowers clients to make informed decisions about their future.
Investments And Saving
Saving and investing are two crucial pillars of financial security Saving creates a safety net for unexpected expenses or short-term goals, while investing allows your money to grow over time. Through investing, you can potentially outpace inflation and reach long-term goals like retirement or a dream vacation. By combining these straegies, you gain control of your financial future and achieve peace of mind. Ideally, people should start investing as soon as possible. The power of compound interest grows significantly the longer your money is invested. Even small amounts invested early in your career can accumulate a subsantial sum by retirement.
Retirement Plans
Roth IRA: Contributions are not deductible, but you receive tax deferral on earnings and tax free withdrawals later. Traditional IRA, Deductible Tax savings now and tax deferral until retirement. Traditional IRA, Non-Deductible: Earnings on your IRA are tax-deferred until retirement. If you exceed certain contribution limits, your Traditional IRA contributions may not be deducted from your current tax bill. However, your non-deductible contributions will grow on a tax-deferred basis. So even though you weren't able to deduct your contributions, more of your money is allowed to grow and compound than if taxes were taken out of your account each year.
schedule free analysis
- Category: Business
- Service Duration: 45 Minutes
- Location:Google Meeting Link
- Price:Free
And Take Control Of Your Financial Future.
- Oklahoma City, Oklahoma, United States
