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About me
Tax-Efficient Wealth Planning - For Business & Life
Values:
transparency, simplicity, long-term support
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Years
2.5k
Satisfied Clients
Schedule Your Free 15-Minute Strategy Call
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experience
I'm your trusted broker agent
I help families, self-employed professionals, & corporations
to protect themselves today, invest for tomorrow, and learn to
pay less taxes legally.
Jesse Whalen
I started off my career working in the trades, and I thought I would be working there until retirement.
Insurance
& Risk Management
Life can be unpredictable, and we can be exposed to risk in ways that we aren’t even aware of.
Investment
& Retirement Planning
Whether you’re just starting or nearing retirement, I’ll help you make your money work smarter — with clarity and purpose.
Overall Ratings
4.9
Client Reviews
Ready to build a financial future you can trust?
2.5k
Satisfied Clients
My professional values
Insurance and companies.
Saturday - Thursday : 8:30 am - 10:45 pm
I started off my career working in the trades, and I thought I would be working there until retirement. I ended up suffering injuries that forced me to change my plans.
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Jesse Whalen
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