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


JJR 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.

Team

Your Financial Future

We serve our clients by developing individualized and integrated retirement income strategies that:

  • Maximize Efficiency

  • Minimize Risk

  • Implement Tax Strategies

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

Let’s make this the year we turn your dreams into plans. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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