ABOUT

Here to Serve You

Our Philosophy: You deserve assistance from someone who cares. Before I look at a single figure, investment, or policy, I learn everything about YOU—where you grew up, your family life, your values, and your particular needs and desires. Only then have I earned the right to learn more about your particular financial picture. Rather than showing fancy video projections or complex printouts, I strive to explain decisions—and their implications—in plain English. In fact, my idea of a fancy graphic is a drawing on a piece of notebook paper that anyone can understand. I work hard to help make your life simpler.

I provide targeted, personal financial and investment advice to a broad variety of individuals and businesses. My carefully selected team works closely with you to offer specific strategies and solutions about these areas and more:

401(k) Plans
Defined Benefit Plans
Tax-Protected Strategies for High-Performing Professionals
Qualified plan analysis (review)
Retirement-Income Investments
Retirement Income Protection and Preservation During Career Transition
Early Corporate Retirement Strategies
Transition from Full-time Work to other Activities
Guaranteed Income Strategies for retirement

Office: (610) 525-6111 Mobile: (215) 913-9292

(610) 525-6326

12 Elliott Ave
Bryn Mawr, PA 19010

©2017 BY BLUEBIRD WEALTH PARTNERS. SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH WOODBURY FINANCIAL SERVICES, INC. MEMBER FINRA, SIPC AND REGISTERED INVESTMENT ADVISOR. * NOT FDIC OR NCUA INSURED * NO BANK OR CREDIT UNION GUARANTEE * MAY LOSE VALUE * P.O. BOX 64284, ST. PAUL, MN 55184 (800) 800-2638

BLUEBIRD WEALTH PARTNERS AND AND WOODBURY FINANCIAL SERVICES, INC. ARE NOT AFFILIATED ENTITIES

CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK

JARED IS LICENSED TO OFFER SECURITIES IN THE STATES OF PENNSYLVANIA (PA), CALIFORNIA (CA), CONNECTICUT (CT), Florida (FL), NEW JERSEY (NJ), NEW YORK (NY), AND UTAH (UT).

NOT AN OFFER OR SOLICITATION IN ANY STATE WHERE NOT PROPERLY LICENSED AND REGISTERED.