I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
- Missouri Securities Advisory Panel - 2001
- Springfield/Branson Board of Directors for Big Brothers Big Sisters
- Co-Chairman of "Taste of the Ozarks" for Big Brothers Big Sisters - 2003 to 2007
- Governmental Relations Committee for the Springfield Missouri Chapter of Commerce - 2002 to 2008
- Founding Member of the International Business Council - 2008
- Missouri Association of Republicans President - 2008
- Ozarks Technical Community College Board of Trustees - 2010 to Present
- Campaign Treasurer at "Sarah Steelman for U.S. Senate 2012" - 2011 to Present
- Missouri Sports Hall of Fame Board of Directors
- Bachelor of Science in Business
Missouri State University
University of Missouri
- Portfolio Manager
- Investment Consultant
- 2009 Barron's "America's Top Advisors: State by State"
- Master's Club
- Director's Club
- 2012 Five Star Weatlh Managers
Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or E-mail me for more information about our Portfolio Management Program.
As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to help you make the right investment decisions for your plan.
Jeff Layman is licensed in the following state(s):
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, KS, MA, MI, MO, NC, NY, OK, OR, TN, TX, VA, WI
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