Jesse Mayor - Life Insurance, Retirement & Business Strategies

Jesse Mayor - Life Insurance, Retirement & Business Strategies Serving thousands of people for over 25 years! You know that drawer in your kitchen that has all the stuff in it?
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We educate families and business owners by creating clarity and purpose so they have more income for longer, so you can have a Good Life for the Rest of Your Life. All the stuff you know is important, but you're not sure exactly where to put it... affectionally called the "junk drawer". Many people have the same feeling with their financial life. They have a lot of things, and they are all import

ant, but they are not sure exactly how to organize them. We help people organize their financial lives so they can prioritize to have more income for longer. Just as an airplane can be off course by hundreds of miles if they miscalculate by only a fraction of a degree, your financial future can be drastically different than what you intend if you do not put a plan into action NOW! With over 25 years in financial services, and a team with 100+ years combined, we are here for you with your best interests at heart. Let's chat about how we work so you can see if it is right for you. I look forward to the opportunity to serve you and your family!

Address

5400 Carillon Point Road Bldg 5000
Kirkland, WA
98033

Opening Hours

Monday 7am - 7pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 6pm
Saturday 9am - 5pm

Telephone

+14259006088

Website

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Our Story

In previous generations, retirees felt secure moving towards retirement because they had a pension and they knew exactly how much they would be getting monthly from their pension for the rest of their life. More recently people are not so sure (to say the least). Most people have little to no idea how much money they need to be secure in retirement, or how long that will last. My job is to educate my clients based on their needs. Since we do not charge our clients fees and since we represent no specific company solely, we offer an unbiased presentation to our clients based on all available products specifically for our clients needs. No client has a cookie-cutter problem and the last thing they need is a cookie-cutter solution. We are a boutique firm that firmly believes in building relationships through serving our clients through education. There is a big difference between earning money and building a legacy. Most people and businesses are focused on the first and, because of lack of knowledge, have no planning put into place to both build and protect those earnings - create a legacy. A person's heirs can lose much of the transferable wealth at that person's death if not properly planned for, and most people do not have a plan in place at all! Just as an airplane can be off course by hundreds of miles if they miscalculate by only a fraction of a degree, your financial future can be drastically different than what you intend if you do not put your plan into action NOW! Many Financial Advisers work on building a large portfolio of clients to manage their wealth. My practice is focused on building relationships with families and businesses that want to know how they can maximize what they are already doing, or simply need help getting the ball rolling! Exponential changes can be made in your future outlook with small incremental changes made today. With over 20 years in the banking and financial industry, and mentors with 40+ years in the industry, we are here for you with your best interests at heart. Please email me or call me with any questions you may have; I am here to serve! Many blessings, Jesse L. Mayor