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SEATTLEFINANCIALPARTNERS.COM

Voya Financial Advisors, Inc.

This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.

http://www.seattlefinancialpartners.com/

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CONTACTS AT SEATTLEFINANCIALPARTNERS.COM

Mauch, Jerry

15050 Avenu●●●●●●●●●●●e Suite 200

San●●●ego , CA, 92128

UNITED STATES

800●●●834
do●●●●@emeraldtools.com

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Emerald Connect, LLC

Emerald Connect, LLC

15050 Avenu●●●●●●●●●●●ce, Ste 200

San●●●ego , CA, 92128

UNITED STATES

1858●●●●6262
do●●●●@emeraldtools.com

View this contact

Emerald Connect, LLC

Emerald Connect, LLC

15050 Avenu●●●●●●●●●●●ce, Ste 200

San●●●ego , CA, 92128

UNITED STATES

1858●●●●6262
do●●●●@emeraldtools.com

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1

Why Work With Jerry : Voya Financial Advisors, Inc.

http://www.seattlefinancialpartners.com/Why-Work-With-Jerry.7.htm

Voya Financial Advisors, Jerry Mauch. Serving people who serve. 6912 220th St. SW Ste 303. Why Work With Jerry. Markets at a Glance. Serving people who serve. Why Work With Jerry. My Priorities and Values. My Navy career hammered into me these foundational priorities. In addition, I still live by the core values. If you want these priorities and values in your financial advisor, we should talk! I continue to serve by helping my clients:. Make use of retirement plans. Use additional advanced approaches.

2

Tax Library : Voya Financial Advisors, Inc.

http://www.seattlefinancialpartners.com/learning_center/tax_library

Voya Financial Advisors, Jerry Mauch. Serving people who serve. 6912 220th St. SW Ste 303. Why Work With Jerry. Markets at a Glance. Serving people who serve. We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies. Access IRS tax forms. Find your tax rate. Tax terms from A to Z. Federal Income Tax Calculator.

3

Voya Financial Advisors, Inc.

http://www.seattlefinancialpartners.com/market_watch/detailed_quote

Voya Financial Advisors, Jerry Mauch. Serving people who serve. 6912 220th St. SW Ste 303. Why Work With Jerry. Markets at a Glance. Serving people who serve. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). 6912 220th St. SW Ste 303. Why Work With Jerry. Markets at a Glance. Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC.

4

Educators : Voya Financial Advisors, Inc.

http://www.seattlefinancialpartners.com/Educators.9.htm

Voya Financial Advisors, Jerry Mauch. Serving people who serve. 6912 220th St. SW Ste 303. Why Work With Jerry. Markets at a Glance. Serving people who serve. Teachers Retirement System (TRS 2 and 3). Making sure theres enough for desired goals. Recommendations for appropriate options for stated goals. Fixed or Variable plans. Allocations based to support TRS plan and investments outside of employment*. Starting new plans for schools desiring supplemental plans. Education for staff and faculty.

5

Voya Financial Advisors, Inc.

http://www.seattlefinancialpartners.com/learning_center/newsletters

Voya Financial Advisors, Jerry Mauch. Serving people who serve. 6912 220th St. SW Ste 303. Why Work With Jerry. Markets at a Glance. Serving people who serve. Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000. Source: Employee Benefit Research Institute, 2015. Will you outlive your retirement income? Are your financial expectations for the coming year realistic? HOT TOPIC: Social Security and Medicare Update: The 2016 Trustees Reports.

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Voya Financial Advisors, Jerry Mauch. Serving people who serve. 22725 44th Ave W. Ste 103. Why Work With Jerry. Markets at a Glance. Serving people who serve. Serving people who serve. Everyone’s situation, needs and goals are different. That’s why at Voya Financial Advisors, Inc we create customized solutions specifically tailored to meet our clients’ individual needs to help them reach their goals. Your story is unique to you. Your financial plan should be too. Contact us to find out how we can:. Under...

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