Jessica M. Majeski, CFP®, ChFC®, CLU®, CASL®, RICP®, CLTC® is a private wealth advisor.
We work with people we like, trust, and respect and those who are serious about preparing for the future and who appreciate and value our work. Once we define where you are now and where you want to be in the future, we explore the advantages and disadvantages of the many options available to get you there. With our professional team, we will help you select and secure the most appropriate choices from the wide array of products and services available.
05/31/2026
It’s one of the most important life lessons they will learn. I’d be happy to meet with you as a family to help them start off on the right financial track.
How to Prepare Your Kids for Financial Independence Empower your children to navigate their financial future with confidence. These key lessons will help them thrive as they step out on their own.
05/29/2026
Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in different states.
How to File Taxes if You Work Remotely or Live in One State and Work in Another Working in one state and living in another might cause tax questions. Here’s what you need to know.
05/26/2026
For specialized roles like physicians, dentists, lawyers and business owners, “own occupation” disability insurance may offer essential peace of mind. Let’s talk about whether it’s right for you!
What to Know About Own Occupation Disability Insurance If you are ever disabled to the point that you are no longer able to perform the duties required by a more specialized job, true own occupation disability insurance is a terrific way to help cover any lost income.
05/24/2026
Let’s help protect your future with long-term disability insurance. Don't let unexpected events derail your finances.
What to Know About Long-Term Disability Insurance Learn what long-term disability insurance is—including what counts as a short-term vs. long-term disability, what is covered and how you can qualify for benefits.
05/22/2026
Every dollar counts, especially when it comes to taxes. Here are the key differences for you and your spouse between filing jointly and filing separately.
Married Filing Jointly vs. Separately Married couples often wonder whether it’s better to file their taxes jointly or separately. Here’s what you need to know.
05/19/2026
Whole life insurance is not an investment. But let’s take a look at what it can offer as part of your financial plan.
How Life Insurance Adds Value to Your Financial Plan You may question whether whole life insurance is worthwhile. It’s not always right for everyone, but here are some ways it could help your overall financial picture.
05/17/2026
When the unexpected happens are you able to cover your expenses? Let’s chat about how disability insurance can help you maintain your way of life even when everything changes.
05/15/2026
Are you on track with your 401(k) savings? Here are some things to think about for age 30, 40, 50, 60 and beyond.
What Is the Average 401(k) Balance by Age? See benchmarks for your 401(k) by age 30, 60 and beyond. Plan out your 401(k) contributions to reach your financial goals in retirement.
05/12/2026
Protect more of what you’ve earned. I’ll help you create a tax-efficient strategy built for the long haul.
How to Make Tax-Smart 401(k) Withdrawals Understanding how they’re taxed can help you avoid paying unnecessary taxes.
05/10/2026
🎉 Today we’re excited to celebrate Derrick’s 5‑year work anniversary! 🎉
His hard work, dedication, and genuine care have had a meaningful impact on our business and on our clients.
We’re truly grateful for everything you bring to the team, Derrick—thank you for being such an important part of our journey.
Here’s to many more years of shared success ahead!