Jetway Financial is on a mission to create a community of financially intelligent people. We educate business owners and individuals on secret codes of wealth so they can achieve retirement goals years ahead of schedule with hundreds of thousands of dollars more in secure assets when compared to their former plans. We work with other financial professionals, insurance agents, tax advisors, licensed professionals and attorneys to provide clients with intelligent entity structure, cutting-edge tax reduction strategies, secure tax-free retirement solutions, the establishment of self-directed retirement plans, personal private banking solutions, family trusts, estate planning, and perpetual generational wealth strategies. We help our clients keep more of the money they make as they pay the absolute legal minimum in taxes
Our Approach
Analysis
We believe that using a needs-based analysis, of your current financial infrastructure is our first step to creating a new wealth management plan that meets your current needs. We will work closely with you using our diagnostic tools to break your vision into smaller segments and gain a deeper understanding of your desired results. The analysis phase allows us to understand your goals and your vision in order to provide the best strategic plan of action to reach your financial goals.
Strategy
Once we have flesh out an understanding of your financial goals, we can begin crafting the strategic focus of the overall plan. We will share the results of our analysis and our recommendations as we begin to design your road map to success. In developing strategic plans for the future based on data analysis we alleviate barriers to success. In doing so, we seek the most efficient path to obtain your desired results.
Solutions
In the “Solutions” phase of our approach, your vision comes to life. We focus solely on the “how” of our work to assist you in bringing your goals into fruition. By selection of the best vehicle to implement the strategies identified for success. We perform every task with meticulous attention to detail and hold our work to the highest standards.
Results
Results is our final and most important part of the process. Unlike other firms, executing your project is just the beginning for our team. We use the results from the previous steps to measure and improve our work constantly and consistently to meet your businesses goals.
Areas of Expertise
- Advanced Financial Strategy
- Passive Income Creation
- Private Equity
- Investment Grade Insurances
- Secure Alternative Investments (Real Estate, Hospitality, Private Lending, Tax Liens)
- Tax-Free Strategies: Retirement, College Planning, Funding, Wealth Building
- Perpetual Generational Wealth Strategy to create a family legacy
- Creation of Private Personal Banking Solutions that allow for tax-free self-financing
- Private Lending For Real Estate Investors
- Trust Creation & Estate Planning (Money Shelter)
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Private Funding
Have a deal you’re looking to fund through our private equity and partners? To get started, simply fill out the application below.
Education
Provide your self a comprehensive education on various tax and wealth management strategies such as college savings, estate planning, retirement savings and much more.
Financial Strategy
Work with us one on one by allowing us to look at your entire financial picture and create strategies for achieving your short- and long-term goals.