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Jay Kabad, CFP®

Jaykay Wealth Advisors, Inc

6200 Savoy
Suite 300
Houston, TX 77036
Phone: (713) 780-4575
Fax: (713) 780-2509

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.