Jay D Courtney, CLU®, RICP®
Wealth Management Advisor


Courtney Financial

  • Office 972-518-3021
  • Mobile 972-824-5111

 

Our Mission
 
At Courtney Financial, our clients are the heart of our business. With a passion for enriching the lives of others, we take a comprehensive approach to financial planning, risk management, retirement income planning, and more. 

 
Your Financial Future
 
We serve our clients by developing an integrated retirement income strategy to:
  • Maximize Efficiency
  • Minimize Risk
  • Implement Tax Strategies

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck