Jerry Whitmire

Jerry works to help clients and their families prepare for retirement by focusing on education, safe money solutions, and the much-needed tax planning that most don't understand. With more than 20 years of experience in the financial services industry. Jerry started his own firm to help clients maximize their financial potential by developing plans that fit their individual needs and goals. We offer a coordinated plan for all aspects of retirement under one roof. "We help to alleviate stress clients have and find the right fit instead of doing what’s popular or trendy,” he says.
JW Financial Consulting's goal is to educate clients by making complex issues simple and easy to understand so they feel confident and comfortable approaching retirement. “We dedicate ourselves as a firm to optimize each client’s financial future the right way from the start.” he says.

JW Financial Consulting offers: Retirement planning, Registered Wealth Management, 401k Fee Reduction, Pension & Social Security Maximization, Tax Free Implementation, Wills & Trusts, Mortgages, Notary Public services, Insurance solutions

What's in Jerry's Head? - JW Financial Consulting

JW Financial is a trusted local company offering comprehensive financial services including tax preparation, tax planning, accounting, payroll, QuickBooks training, and personalized financial evaluations. The 30-minute radio show featuring JW Financial will provide listeners with practical financial advice, industry insights, and smart strategies to enhance their financial well-being. Tune in to learn from experts about saving money, managing taxes, and securing a stronger financial future, all designed to meet the needs of families and businesses in our community.

For more information call 480-793-5924.