We're with you all the way.

You've succeeded in so many ways. You've "made it" - on paper at least. But still you wonder, "Is it enough?" "Could I do better?" "Is this the best I can do for my loved ones?" You need to know the answers. Because there are as many ways to enjoy what you've built as there are potential missteps that can cripple your financial future.

Many of our clients have long-term advisors - an attorney, a CPA, a broker - they already trust. We supplement and coordinate the work these advisors do for your estate, retirement and business planning. Specifically, we look at all areas of your financial plan and coordinate them in a cross-disciplinary manner to most effectively meet your financial goals and objectives.

We help you see the big picture... no more guesswork.

Inflation. Changing tax laws. Volatile financial markets. Evolving personal, business and family circumstances. It can be overwhelming to keep up with or, for that matter, respond to the implications of every financial event that may impact you. And you don't have to - it's our job. Here's how we can help:

Succeeding in business succession.

Today, fewer than one-third of family businesses survive to the second generation, and only about 12% make it to the third.¹ So, whether you plan to retain or sell your business at death, disability or retirement, you need expertise to develop a succession plan that will also help maximize the tax and financial benefits to you and your family.

Helping you reduce the burden of estate taxes.

Proper planning is the key to minimizing your estate settlement costs and preserving more of your estate. Without it, taxes might claim more than half of everything you own.

Retiring with a sense of confidence.

Leave as little as possible to chance. That's our number one rule in helping our clients enjoy the retirement they deserve and desire.

Choose your solutions. Help secure your future.

We complement our planning with an exceptional portfolio of insurance and investment products, all offered by leading companies that meet our strict due diligence criteria. Jacoway Financial Corporation, offers access to more than 1,000 insurance and investment alternatives from over 130 respected names in the financial services industry. With a full range of products and companies, we are positioned to offer you some of the best, most objective insurance and investment products available in the industry today.

The Partner of Choice

We believe that longterm customer relationships are more important than shortterm gains, and will never sacrifice the former for the latter.

Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; and communication that builds understanding and trust - these are the commitments we make to each of our clients.

So if you're looking to create and protect your wealth, the partner of choice is clear: Jacoway Financial Corporation.

¹ Source: Joseph Astrachan, Ph.D., editor, Family Business Review, as cited by Family Firm Institute, August 2001.