At JT Financial Strategy Services, we believe your wealth holds the power to transform lives of yours and those around you.
Founded by a dedicated mother-and-daughter team, we are a family-driven insurance and financial consulting firm specializing in life insurance, health insurance, and annuities.
Our mission is to craft personalized financial strategies that build lasting wealth and empower you to reach your goals with confidence. Whether you’re protecting your family, planning for retirement, or securing your legacy, we’re here to guide you every step of the way.
Let us help you unlock the true potential of your wealth.
What do we offer?
Life
Insurance
Life insurance is one of the smartest ways to protect your family’s future. It gives your loved ones financial security if something happens to you — covering things like bills, debt, and even college tuition. Some plans even build cash value you can use while you’re still living. It’s peace of mind today, and protection for tomorrow.
Health Insurance
Health insurance is your safety net when life throws the unexpected your way. It helps cover the cost of doctor visits, hospital stays, prescriptions, and more — so you can focus on getting better, not on the bills. With the right plan, you protect your health and your wallet. It’s smart, simple, and essential.
Medicare Insurance
Medicare insurance gives you the healthcare coverage you deserve in retirement. It helps pay for hospital visits, doctor care, prescriptions, and more — so you can enjoy your golden years with confidence and peace of mind. The right Medicare plan means less stress, more savings, and better care.
Financial Planning
Financial planning with a trusted advisor gives you a clear, personalized roadmap to reach your goals — whether it’s buying a home, saving for retirement, or building generational wealth. It takes the guesswork out of money decisions and helps you grow and protect what you’ve worked hard for. With the right guidance, your money starts working for you.
Retirement Planning
Retirement planning with a financial advisor helps you turn your dreams for the future into a clear, achievable plan. We’ll help you save smarter, invest wisely, and make sure you don’t outlive your money — so you can retire with confidence, freedom, and peace of mind.
Annuity
Insurance
Annuity insurance is like creating your own personal paycheck for retirement. You invest now, and it pays you a steady income later — for a set period or even for the rest of your life. It’s a smart, reliable way to make sure you never run out of money, no matter how long you live. Financial freedom, built to last.
