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

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

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.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

 

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