Products and Services

Personalized Financial Solutions for Your Future

At Jarvis Financial Inc., we offer a comprehensive suite of financial products and services tailored to meet your unique needs. Our goal is to empower you with the knowledge and tools necessary to make informed decisions for a secure and prosperous retirement. Explore our top-rated products and services designed to help you achieve financial success.

seniors looking at tablet together


Finding your tailored annuities solution more important than ever. Annuities can provide a steady income stream, ensuring financial stability throughout your retirement years.

Benefits of Annuities:

  • Monthly Paychecks
  • Low-risk Investment
  • Guaranteed Income for Life
  • Market Gains Without Losses
  • Principal Protection

Our team will guide you through the complexities of annuities, helping you to understand and choose the right options for your retirement portfolio.

Retirement Planning

Retirement is a time to enjoy the fruits of your labor. Our personalized retirement planning services ensure you can stop working with confidence, knowing your financial future is secure.

Key Questions We Help Answer:

  • Can I retire when I want to?
  • Will I have enough money?
  • How can I avoid running out of money?
  • When should I start Social Security?
  • Which accounts should I draw down first?

    Our experts will create a customized retirement plan that maximizes your savings and aligns with your lifestyle goals.

    couple consulting with financial planner

    Financial Planning

    Financial planning is a dynamic process tailored to your individual circumstances. Our approach at Jarvis Financial Inc. ensures you are prepared for market volatility while achieving your financial goals.

    Our Process Includes:

    • Comprehensive Financial Analysis
    • Investment portfolio management
    • Tax-efficient strategies
    • Risk assessment

    With 25 years of experience, our dedicated team is committed to guiding you through every stage of your financial journey.

    Income Planning

    Maximizing your retirement income requires a strategic approach. We help you optimize your income sources to ensure long-term financial security.

    Our Services Include:

    • Traditional and Roth IRAs
    • 401(k) and 403(b) Management
    • SEP and SARSEP Plans
    • Annuities and More

    We evaluate your income options and create a tailored plan to meet your retirement needs.

    person calculating expenses

    Wealth Transfer

    Leaving a legacy for your loved ones is a significant part of financial planning. At Jarvis Financial Inc., we help you develop strategies to transfer your assets efficiently and tax-favorably.

    Our Wealth Transfer Services:

      • Capital gains planning
      • Property title management
      • Trustee and executor guidance

      Regular reviews of your legacy plan ensure it remains aligned with your goals and the latest legal insights.

      retired couple walking on beach

      Life Insurance

      Life insurance is a crucial component of your financial plan, offering protection and flexibility. We help you navigate the various policies to find the best fit for your needs.

      Types of Life Insurance:

      • Term Life
      • Whole Life
      • Variable Life
      • Universal Life
      • Indexed Universal Life (IUL)

      We provide expert advice to ensure your life insurance aligns with your overall financial strategy.

      Social Security

      Social Security is a vital part of your retirement income. We help you optimize your Social Security benefits to maximize your financial security.

      Key Considerations:

      • Inflation adjustments
      • Tax advantages
      • Lifetime payments

      Our experts will guide you on the best time and strategy to claim your Social Security benefits.

      close up of social security card
      jar of coins labeled college fund

      College Funding

      Planning for college expenses can be overwhelming. We offer solutions to help you save effectively and reduce the financial burden of higher education.

      Our College Funding Services:

      • 529 plans
      • Florida Prepaid options
      • Comprehensive savings strategies

      We simplify the process so you can focus on your family’s future.

      Long Term Care Insurance (LTCI)

      Long-term care can be a significant expense in retirement. LTCI helps protect against these costs, ensuring you receive the care you need without depleting your savings.

      LTCI Options:

      • Traditional LTCI
      • Hybrid LTCI and annuities

      We help you find the best policy to meet your individual needs and financial situation.

      mature couple kissing in kitchen

      Get Started Today

      Ready to take the next step? Our team at Jarvis Financial Inc. is here to help you achieve your financial goals with personalized advice and expert guidance.

      Fill out the form below for your FREE side by side comparison of the top 10 highest rates today!