Jt Ewing
Virtual Advisor at Morgan Stanley
Based in Draper, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Draper
Industry
Financial Services
Company size
100K
Contact information
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j•••••••@morganstanley.com
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Background
About Jt Ewing
It doesn't matter if you're currently building wealth for the future or approaching retirement, you're very likely thinking about your money situation. Do you have questions like:* Do I have enough secure retirement income to last throughout my life?* Could I potentially outlive my retirement nest egg?* How do I protect my retirement fund from market fluctuations?* Are my assets positioned to be tax-efficient at retirement?* Can my money work harder for me? And if you're a small business owner, your time and energy are focused on the daily demands of running your business. You need to be made aware of important planning issues, though. Many unforeseen factors, such as changes to the economy, your health, or your key and valued employees, may cause you unforeseen harm. You might also be concerned with passing along your business with family or selling it. In addition, you want to take advantage of tax rules that apply to your situation. That’s why it’s important to address those issues now rather than later. Besides yourself, you likely want to make sure your employees are taken care of as well through benefits like health and life insurance, as well as 401(k)s. At Cambridge Financial Group, we always start with protection to make sure that the people who depend on you will be taken care of no matter what happens in life. We serve everyone who wants to equalize their estates, leave a legacy, or pay estate settlement costs at the lowest cost possible. We specialize in working with business owners and key employees to provide incentives and assure the long-term viability of the business. If you would like to explore your financial options, then let’s chat. Whether or not we decide to partner together, I am confident that our call will be full of insights and actionable steps that can help you achieve your goals. Schedule a meeting with me: https://calendly.com/jtewing Or contact me directly: joshua@cambridgefg.com |(801) 645-7766
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