The Jerry Letourneau Team
Senior Financial Planner
Jerry started in the life insurance industry in 1982 and moved into investments with a focus on financial and retirement planning for affluent clients by 1992. He focused on his client’s needs and would not bring forward any product to a specific client until he had complete knowledge as to what suited them best. By 2002, Jerry started his own boutique firm and asked clients to help him help them succeed. He realized that people have their own work, business, family, and personal lives they need tending to, and that he could be integral in helping them with their specific goals.
By understanding each client’s specific needs and goals, Jerry formulates solid advice for them as it relates to their comprehensive financial and estate planning matters. Proficiency is the utmost important task and clients need it done correctly. To be successful, you need to be easily reached and Jerry is always available to help clients with their needs.
The Jerry Letourneau Value Add
Jerry provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Jerry works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Jerry measures his success by how well he has helped his clients achieve their specific goals and objectives.
Jerry’s Approach to Wealth Management
Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Jerry, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Jerry and a licensed portfolio manager from Optimize are outlined in detail below.
- Financial Planning
- Will & Estate Planning
- Loans & Mortgages
- Insurance Solutions
*Investment Advice is only offered through a licensed Optimize Portfolio Manager
As a Senior Financial Planner, Jerry helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
Jerry’s Wealth Management Team
Head of Financial Planning