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Business Planning

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Business Planning

Business Planning

Business Planning
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Small Business Owners
The One Certainty Every Business Owner Must Face

The One Certainty Every Business Owner Must Face

00:53
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When a Key Employee Says 'We Need to Talk'

When a Key Employee Says 'We Need to Talk'

01:34
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The Three Phases of Planning for Every Business

The Three Phases of Planning for Every Business

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aboutJay

Jay has been a financial advisor for decades, helping hundreds of clients along the way, and coaching and training other agents to become strong advocates for their own clients. 

 

Jay holds a Series 7, 66 & 24, holds the RICP® and CExP™ designations, as well as Life and Health insurance licenses in many states. 

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Jay and his wife have three sons and are active in their church and their community. They enjoy spending time with their family, fly-fishing, hiking, camping and sightseeing throughout beautiful Colorado

Park Avenue Securities Form CRS

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Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6455 S. Yosemite St. Suite 425, Greenwood Village, CO 80111. (303) 770-9020.
PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.
Lucet Advisors, LLC (Lucet Advisors) is not an affiliate or subsidiary of PAS or Guardian. Lucet Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

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The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2023 Guardian.  Jay is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. Tammie is a Registered Representative and Financial Advisor of Park Avenue Securities.  David is a Registered Representative and Financial Advisor of Park Avenue Securities and Special Agent of Guardian. Peter  is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.


This material is intended for general public use. By providing this material, Lucet Advisors is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation. The Five Star Wealth Manager award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager award is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the advisor in connection with obtaining or using the third-party award.  2023-152772 Exp 03/25

 

Jay Clark CA insurance license #0C84391

Tammie Myers Sharp CA insurance license #0K74980

Peter Lewandowski CA insurance license #4103303

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Video Approvals: 2023-152778, 2023-152777, 2023-152775, 2023-152774 Exp 03/25

6455 S. Yosemite St. Suite 425, Greenwood Village CO United States 80111

(303) 714-5901

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©2018 by Lucet Advisors. 

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