Jefferey Zhu, CFP- Modern Woodmen of America
Category
General Information
Locality: Ontario, California
Address: 3350 Shelby Street Suite 330 91764 Ontario, CA, US
Website: www.modern-woodmen.org/rep/jzhu
Likes: 223
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Facebook Blog
My job is not only to help you plan for your financial future - but to also help you gain financial knowledge. I'd love to help. #FinancialLiteracyMonth
Understanding life insurance and knowing what type to purchase doesn’t have to be confusing. I'm here to answer your questions and help provide a solution for your unique situation.
Practices such as cover cropping and conservation tillage are an example of a few approaches that help the environment.
Learn some recommended do's and don't's when it comes to using your phone right before bed.
If your goal is to protect the ones you love from all the financial "ghosts" in the world, let me be your first call.
Planning for retirement shouldn't be a burden. I can help you set up a plan to ease your worries. Contact me today.
#MotivationMonday
The idea of creating a savings plan these days can be haunting, but it doesn't have to be. I can help create a sustainable plan that won't break your budget. Let's talk.
Tips for virtual learning.
It means that we don't have stockholders. We simply exist for the benefit of our members and our community. Want to find out more? Let's connect.
Make 'em say, "Ooooh!" with a life insurance plan for even the littlest pumpkins in the patch. Let's talk.
In the midst of a pandemic, should you revisit your retirement plan? Let's start the conversation.
Considering early retirement but unsure of what your expenses will look like? With proper planning, we can develop a plan that could provide you a paycheck for as long as you live. Let's start the conversation today.
Are you a stay at home parent? You could need life insurance now more than ever. Let's start the conversation.
Don't think you need to start planning for retirement yet? Think again. I can help you develop a plan now that can set you up for a financially stable future.
Ways to still enjoy socially distant activities this fall.
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