Jenieza Alston, MBA-Waddell & Reed, Inc. Financial Advisor in Virginia Beach

Do you need a Second Opinion from a Financial Advisor for your Retirement Planning, 401(k) or IRA Rollover? Does your company need a 401(k) proposal for your employee benefits?

 

 I can show you the available options for your specific situation and objectives.  Give me a calI today and don't forget to visit our Learning Center Page to enjoy the benefit of instant access to our E-seminars. 

To your success!  

Jenieza Alston

  

Jenny Alston is a client centered Financial Advisor in Virginia Beach serving individuals and business owners who need strategies in Retirement and Financial Planning.  Her Background is in Accounting, Tax Services, and Business Administration.  Her advice is always straightforward, easy to understand and within the budget of each client.

 

Request our Monthly Newsletter  we frequently update our information and we would not want you to miss any developments in the area of personal finance. 

 

PRODUCTS AND SERVICES:

Wealth Transfer and Strategies
Fee-Based Financial Planning
Fee-based Asset Management 
Retirement Planning
Tax Planning
Education Funding
Investment Planning
Estate Planning
Financial Workshops
Insurance - Disability, Life, Long-Term Care
401 (k), Retirement Plans/ Employee and Executive benefits

 

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

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