Dear Clients
I have had the pleasure of helping many of you create and/or manage investment accounts for your children or grandchildren. In some cases, I have also worked directly with them. I enjoy helping young people and helping put them on a path toward future financial goals and would like to do more of it.
When I was in my twenties and thirties no one took the time to explain to me the potential benefits of starting life insurance or retirement accounts at a young age or how costly waiting could be. I have had the fortune to pass this knowledge onto some of my current clients, some of their children and grandchildren and feel that this could be making a big difference in their lives.
The cost of life insurance largely depends on your age and health at the time of issue so starting early can save money on premiums or provide certain types of protection that may not be available later. Likewise, the ultimate amount in an investment account can be greatly influenced by the amount of time over which the investments have the potential to grow.
I would like to offer to all of your children and grandchildren, no matter where they are or how much they have, my services. I would like to meet personally with them or set up virtual meetings to offer a complimentary, no obligation consultation.
Feel free to call me at your earliest convenience if you would like to speak. Or, you could even have your children or grandchildren reach out to me directly at the contact options below.
Remember, starting planning early can make the later stages of life easier and I am here to help.
Office: 475-619-2240
Cell 917-301-7274
Email: jskerner@wradvisors.com
Very Truly Yours
Jordan Kerner
Financial Advisor
Investing involves risk, including the potential for loss of principal.
This information is meant for educational purposes only. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions.
05/19
Jordan Kerner
Financial Advisor, Waddell & Reed, Inc.
Office: 475-619-2240 | Cell: 917-301-7274 | Fax: 203-557-6262
www.jordankerner.wrfa.com | jkerner@wradvisors.com
495 Post Rd E Ste 209| Westport, CT 06880