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.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

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