Jack Carrigg
Your Experienced Financial Planner
Meet Jack
With over 40 years in the financial services industry, Jack brings a wealth of experience and expertise to all aspects of the financial planning process. Jack works with a variety of clients from families and young professionals interested in building the foundations of a financial plan to clients that are entering the retirement phase, keenly focused on distribution strategies and legacy planning.
SERVICES & OFFERINGS
If you are thinking about your financial future, there is no time like the present to get organized. Jack offers comprehensive personal financial planning, business planning, as well as a wide array of risk management strategies and solutions. He delivers his services by deploying a holistic approach, in conjunction with a fully integrated planning process specially designed to help simplify your financial life.
Financial Planning
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Service Offerings:
Fee-based Planning
Asset allocation analysis
Retirement income planning
Education funding strategies
Budget and cash flow analysis
Company stock plan management
Business Planning
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Service Offerings:
Evaluation of Business
Buy/Sell Planning
Key Person Planning
Group Benefits Review
Evaluation of Commercial Lines
Non-Qualified Selective Benefits
Executive Bonus Plans
Retirement Plan Analysis
Risk Management
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Service Offerings:
Life insurance
Disability income insurance
Long term care insurance
Guaranteed income annuities
THE PROCESS
Jack implements a holistic approach to your finances. You may already be working with an advisor - or perhaps even several different professionals. But are they really seeing your full financial picture? Time and again, Jack encounters clients who have the best of intentions about planning for the future, yet in practice, they have implemented a haphazard set of solutions that lack coordination and all too often, present problematic gaps. Jack’s work is consultative, systematic, and integrated. This means he will work with you, to follow a step-by-step approach to design a financial blueprint to help you efficiently maximize your financial options.
LISTEN
First Jack conducts a thorough assessment of your current situation. He takes you through a set of deep quantitative and qualitative questions to get a clear understanding of your financial goals, concerns, and dreams.
GATHER
He then analyzes your investment and risk management portfolios and any other existing planning you may have in place to identify gaps that may exist.
DESIGN
Working closely with our subject matter experts and your existing advisors, Jack designs a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner.
BUILD
He shares recommendations with you and your team. In addition, he educates you on the rationale behind any potential strategies from a holistic perspective. If you are satisfied with our recommendations, Jack works with you to implement* your strategies and secure the required products and services to help you reach your goals.
SERVE
Because your financial situation is bound to change, Jack works with you over time through periodic reviews to help you monitor the strategies in place and their capacity to continuously meet your goals.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee. CLIENT LOGINS
Investor 360
I360 is a digital platform that helps consolidate all your holdings, accounts, and insurance on one digital platform available anytime, anywhere - from any device.
Financial Wellness Assessment
Find your current financial ‘health’ score in just under 2-minutes! This new technology helps you identify current gaps in your financial health and provides structured feedback to get you on track.
DON’T HESITATE TO REACH OUT
Feel free to reach out to Jack with any questions about his services or if you just want to send him a personal note.
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Customer Relationship Summary
Licenses
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202610-5088159.