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      The Wealth Advocate

       Financial Breakthroughs for you, your family, and your business.

      The Wealth Advocate Educational Series was launched as an educational resource to help individuals, families and businesses, navigate through various financial challenges and decisions which they may face.

      Below you will find access to archived financial topics, white paper reports, and video interviews with leading experts.

      We would like to offer you these archived reports at No Cost to you! Click on the link below:

      Six Strategies To Help Retirees Reduce Taxes and Preserve Their Assets

      Six Best and Worst Retirement Rollover Decisions

      Retire Smart - A Simple Guide to a Comfortable Retirement

      The Best Way to Buy, Sell, or Replace your Life Insurance

      Savings & Investing Mistakes to Avoid.....NOW.....

        

      Educational Speaking Engagements Available

      By: 

      Jay R Kemmerer is available to come speak at your non-profit or business related event. He can cover any of the topics below. If you are interested in having Jay come and speak, please simply fill out the form on the right and we will be in touch with you shortly.

      • The 401(k) Challenges for Fiduciaries
      • 7 Retirement Challenges  and the Social Security Crisis
      • Wealth Strategies during Recessions & Recoveries
      • 5 Retirement Planning Myths Uncovered
      • Solutions for the Long Term Care Challenges