You know from reading my blog you need assistance in building and protecting your families where laws have failed to assist you. But, you also need to consider how to protect your financial future. I routinely write about how to protect your legal interests but understand that I am not in a position to offer the same assistance regarding your financial future. So, I turned to a financial adviser to help me provide you with information.
Jay is the lead partner at Dworsky Agency, Inc. The agency founded in 1957 with the mission of providing personalized financial services, designed on a case-by-case basis to fit a broad spectrum of client’s needs. Jay assumed leadership of the agency from his father, Ross Dworsky in 2006. The Dworsky family has a storied and successful tradition in financial services, dating back to Uncles Peter and Harry Dworsky, who worked in the insurance and financial services industry from the 1930s to the 1970s.
Jay began his career in the insurance and financial services industry at the age of 18. After establishing himself in the family business, Jay divided his time between teaching in an elementary school setting, and continuing his involvement with the family financial services business. In 2006, he returned to “full-time” status at the Dworsky Agency, where he is devoted to providing his clients with personalized financial care (Jay is still affectionately referred to as ‘Mr. D’ by former students and the families he served as a public school teacher).
Jay is committed to providing financially solid, highly personalized, and cutting-edge advising and investment strategies for his clients. Dworsky Agency Inc, under Jay’s leadership and experience, works to achieve protection and sustainable growth for all of its clients.
Jay and his partners made the decision to align the Dworsky Agency with Wisconsin Financial Group, Inc. Wisconsin Financial was founded in 1932 with the mission of providing individuals and businesses with new and more effective methods for managing their personal and business financial resources. The company has evolved into a large group of financial professionals that share the same integrated advising methods with the objectives of maximizing and protecting the wealth of their clients.
Jay will writing for Unique Estate Law to bring you solutions to help you build and protect your family’s financial future. He plans to write on such topics as utilizing life insurance in your estate plan and maximizing your retirement plan .
photo credit: Common Pixels