
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
A Comprehensive Approach to Managing Money
that Brings Together Every Aspect of Your
Financial Life.
Our convergence of financial advisors, CPA's and Estate Attorneys offers core compentancies where it matters most. When successful individuals and businesses have multiple advisors but no true quarterback coordinating their complete financial picture, there can be missed opportunities, unnecessary taxes, and the burden of trying to piece it all together yourself.
While it's common for firms to simply manage investments, we coordinate every aspect of your financial life—from tax strategy to estate planning to investment management.
Our team includes CPAs and Enrolled Agents who proactively identify tax-saving opportunities others miss. We specialize in reducing lifetime taxes.
We want to help you make the right financial decisions to reduce stress and help you live the life you desire.
From optimizing cash flow and managing debt to retirement planning and exit strategies. We address business growth, risk mitigation, and key person risks, also offering expertise in employee benefits and retirement plans.
Retirement planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – it’s about how you feel and what you want.
With business success comes complexity in rising tax obligations, complex financial decisions, constant worry about missed opportunities and
the burden of coordinating everything yourself leaving less time for what truly matters.
Women come to us for guidance with unique situations in dealing with their family, their business and their financials. We specialize in helping women become more engaged and confident in their financial, family, and business life.
Listens Carefully To My Goals
Gayle Jendzejec has been my financial advisor for over twenty years now and has nothing short of my greatest respect and confidence in her financial advice. Gayle has always promoted that I feel comfortable with the options she suggests and listens carefully to my goals and overall desires for financial stability. She responds to any questions or thoughts Ii have in a timely manner. With Gayle advising and assisting you, you can feel secure tat you are expeditiously making sound financial investments. Thank you,Gayle, for all you do! Linda O
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. February 28, 2025
Happy to Have Gayle's Expertise Working For Us
Jacky Is A Pleasure to Work With
We have been working with Jackie for about 3 yrs. She has helped us make a plan for our retirement that we can enjoy. She explained everything to us and answered al our questions. I was also previously talked into putting most of my retirement into a product that was not good. Jackie is fixing this for me. She is a pleasure to work with! Tamara B
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. February 26, 2024
Helped Me Immensely With My Retirement Planning
I have know Gayle Jendzejec for over 12 years. She has helped me immensely with my retirement planning and guided me over the years with newer and ultimately better investment opportunities. She has also been instrumental in guiding my elderly parents into age appropriate investments for them that have paid off for them over the last several years, when they really needed it. David G.
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. February 15, 2024
Led Me In the Right Direction
Jacky helped me tremendously with switching over a retirement account & my financials when I really wasn't sure what I was doing. She explained everything & led me in the right direction. I would absolutely recommend her to everyone. Jess P.
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. February 26, 2024
A Rare Find
My husband and I began working with Gayle when we started paying back our chidren's college loans in order to ensure that we would still be in a comfortable financial position as we headed toward retirement. That was almost 10 years ago. Gayle's financial expertise coupled with her care and concern for her clients economic security is a very rare find. Not only is she our advisor but has become a trusted friend as well. Dana and Dave C.
The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. February 17, 2024
Understanding your complete picture
Creating your custom strategy
Implementing coordinated solutions
Step 4: Dedicate
“Women on average live longer than men.* Women leave work to care for loved ones. We often lose sight of ourselves and being able to be confident in the decisions we’re making” Read the article A Wealth of Knowledge in The Providence Journal highlighting Gayle’s career and philosophy of offering financial guidance for women and providing outreach to Latinos and other underserved communities.
* https://www.prb.org/resources/around-the-globe-women-outlive-men/
Schedule a conversation to explore how our integrated approach could benefit you.
Our breadth of experience and streamlined approach to financial, tax and social security planning strategies provides you with sound guidance in these converging life decisions.
1. Financial Planning & Advisory
2. Asset Management
3. Tax Management
4. Protection Planning
5. Legacy Planning

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