Planning For Your Whole Life
At Jay Greer & Co., we strive to simplify and strengthen your financial life. Our philosophy is simple: planning should inspire clarity, not confusion. In addition to growing and protecting your wealth, we are committed to helping you secure every area of your financial situation, from understanding your Social Security choices to selecting the right credit card and everything in between. Our goal is to help you plan and invest in a way that gives you the opportunity to enjoy the life you want today and in the future.
Since 1987, we have partnered with clients in all stages of life. One of our primary areas of expertise is in helping investors navigate life transitions such as divorce, retirement, or loss of a loved one, and build confidence in their future. As a defining feature of our firm, we manage money for a predetermined, agreed-upon annual fee. Our freedom from selling any products keeps your best interests at the heart of everything we do.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A collection of tips from professional travelers.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
This worksheet can help you estimate the costs of a four-year college program.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial professional about changes in your situation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When markets shift, experienced investors stick to their strategy.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.