We are a private banking and financial strategy firm specializing in passive income creation through secure alternative investments
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About Us
Jetway Financial is on a mission to create a community of financially intelligent people. We educate business owners and individuals on secret codes of wealth so they can achieve retirement goals years ahead of schedule with hundreds of thousands of dollars more in secure assets when compared to their former plans. We work with other financial professionals, insurance agents, tax advisors, licensed professionals and attorneys to provide clients with intelligent entity structure, cutting-edge tax reduction strategies, secure tax-free retirement solutions, the establishment of self-directed retirement plans, personal private banking solutions, family trusts, estate planning, and perpetual generational wealth strategies. We help our clients keep more of the money they make as they pay the absolute legal minimum in taxes.
Market risk, fees, and taxes are the biggest threats against wealth. Our approach is to analyze each circumstance as we learn our client’s short and long-term goals. We make certain our clients have the most effective strategy structures in place.
We reduce risk by seeking assets that already have equity, security and a healthy return. We provide several non-stock market-related secure alternative investments that provide
contractual returns that are secured by real estate, private equity, insurance companies, and real assets. These are time-tested and proven secure institutional alternative investments that have been historically reserved for banks, insurance companies, governments, hedge funds, and the financial elite.
Our Approach
Our clients have full access to the accumulated experience of our entire firm. Our success is determined by our ability to help you build financial security and become financially independent. We are realistic in our goal setting and conservative in our investment alternative approach. Our commitment is to earn your trust and confidence by being objective and independent, offering you the highest-quality tax free retirement strategies.
Do you think you’re getting the help you need from you current financial planner? Are you not sure if you’re in need of a financial planner yet? Please feel free to contact us and we’ll be happy to help out and provide with some great direction.
Your Experience With Us
We believe that using a needs-based analysis, of your current financial infrastructure is our first step to creating a new wealth management plan that meets your current needs. We will work closely with you using our diagnostic tools to break your vision into smaller segments and gain a deeper understanding of your desired results. The analysis phase allows us to understand your goals and your vision in order to provide the best strategic plan of action to reach your financial goals.
ANALYSIS
Once we have flesh out an understanding of your financial goals, we can begin crafting the strategic focus of the overall plan. We will share the results of our analysis and our recommendations as we begin to design your road map to success. In developing strategic plans for the future based on data analysis we alleviate barriers to success. In doing so, we seek the most efficient path to obtain your desired results.
STRATEGY
In the “Solutions” phase of our approach, your vision comes to life. We focus solely on the “how” of our work to assist you in bringing your goals into fruition. By selection of the best vehicle to implement the strategies identified for success. We perform every task with meticulous attention to detail and hold our work to the highest standards.
SOLUTIONS
Results” is our final and most important part of the process. Unlike other firms, executing your project is just the beginning for our team. We use the results from the previous steps to measure and improve our work constantly and consistently to meet your businesses goals.
Results
Areas of Expertise
Advanced Financial Strategy
Passive Income Creation
Private Equity
Investment Grade Insurances
Secure Alternative Investments (Real Estate, Hospitality, Private Lending, Notes, Tax Liens)
Real Estate Syndication (Resorts, Hotels, Development, Apartment Complexes)
Self-Directed Retirement Plan Rollover/Creation
Tax-Free Strategies: Retirement, College Planning, Funding, Wealth Building
Perpetual Generational Wealth Strategy to create a family legacy
Creation of Private Personal Banking Solutions that allow for tax-free self-financing
Private Lending For Real Estate Investors
Trust Creation & Estate Planning (Money Shelter)
SCHEDULE A CONSULT
Work with us 1:1 by allowing us to look at your entire financial picture and create strategies for achieving your short- and long-term goals.
FINANCIAL STRatEGY
LEARN MORE
Provide your self a comprehensive education on various tax and wealth management strategies such as college savings, estate planning, retirement savings and much more.
EDUCATION
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Work With Us
PRIVATE FUNDING
We look forward to working with you. To get started schedule your consultation call with us today.
Schedule a Consultation
SOCIAL
(708) 678-5020
Phone
We look forward to working with you in the near future. Get in touch if you have any questions or would like to inquire about services.
Get in Touch
9449 S. Kedzie Ave Suite 189 Evergreen Park, IL 60805
info@jetwayfinancial.COM
