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Personal & Business Planning

Life moves quickly. Sometimes it's hard just keeping up. As with most other things in life, the key to achieving your long-term objectives is planning.

Your personal goals may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. We'll help you crystallize your objectives. More importantly, we'll offer meaningful solutions that will steer you in the right direction.

Your business goals may include offering competitive fringe benefits, developing a solid business continuation plan, or financing a buy-sell agreement. We'll simplify the process and make your job easier so that you can devote more time to the business at hand.

-Jack Watkins, CLU®, ChFC®, REBC®

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

Disclosure

Jack Watkins is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0E33958), CO, CT, FL, IN, MA, ME, NC, NH, NY, OH, PA, RI, SC, TX, and VT. No insurance business may be conducted outside the states referenced.

Jack Watkins is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, Watkins Financial And 30 Massachsuetts Ave Ste 305, North Andover, MA, 01845, 978-682-3147. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, MA, ME, NH, NY, PA, SC, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Jack Watkins is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, GA, IN, MA, ME, NC, NH, NY, PA, SC, VA, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

WATKINS FINANCIAL AND INSURANCE PROFESSIONALS, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither WATKINS FINANCIAL AND INSURANCE PROFESSIONALS, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​