Watkins Financial and Insurance Professionals, Inc.

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.

 

 

 


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Account Access

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Personal Folders

Dividends as a Growth Strategy

A study by S&P found that dividend income represented 34% of the monthly total return of the S&P 500 index from 1927 through 2012.

Highly Appreciated Giving

A charitable remainder trust may enable donors to give appreciated assets to a favorite charity on a tax-free basis.

Cyclical vs. Defensive Stocks

Cyclical and defensive stocks differ and consumer spending and economic growth may affect various sectors of the stock market.

New Flexibility for College Savings

New investment flexibility for 529 plans and how these plans may help you accumulate savings for higher education costs.

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