Jerry Wade ChFC®, ChSNC®,CLU®, CASL®, RICP®, LUTCF
On Point Strategic Planning LLC
Jerry Wade ChFC®, ChSNC®,CLU®, CASL®, RICP®, LUTCF
On Point Strategic Planning LLC
As a Financial Planner and Special Needs Planner at On Point Strategic Planning, Jerry believes intentional decision making, backed by knowledge, builds a solid foundation where you can grow, thrive and live with confidence. His goal is to provide families and business owners with assistance in building their financial freedom. He has spent the last 15 years passionately helping business owners, families and families who have dependents with developmental or physical disabilities secure greater futures for themselves and the individuals they love. Jerry’s dedication comes from personal experiences which allows him to fully comprehend the complexities families and business owners face.
CRN202409-956349
Firm Description
Hours
Day | From | To |
---|---|---|
Sunday | 9:00 AM | 6:00 PM |
Monday | 9:00 AM | 6:00 PM |
Tuesday | 9:00 AM | 6:00 PM |
Wednesday | 9:00 AM | 6:00 PM |
Thursday | 9:00 AM | 6:00 PM |
Friday | 9:00 AM | 4:00 PM |
Saturday | By Appointment Only |
Cost
What Is a Special Needs Planner?
Jerry Wade ChFC®, ChSNC®,CLU®, CASL®, RICP®, LUTCF
On Point Strategic Planning LLC
As a Financial Planner and Special Needs Planner at On Point Strategic Planning, Jerry believes intentional decision making, backed by knowledge, builds a solid foundation where you can grow, thrive and live with confidence. His goal is to provide families and business owners with assistance in building their financial...