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RAFAT JADON : Financial Advisor and Investment Advisor Representative

759 S Federal Hwy Ste # 201 F
Stuart, FL 34994

Phone:

772 -334-0482

Fax:

772-334-0484

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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 Helping You Plan Your Financial Future'

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Details 401(k) contribution and catch-up limits for maximizing savings.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Explains how future tax rules may impact deductibility of charitable donations.

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This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the future value of your current savings.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck