Jay Whitaker

My clients determine their financial goals. I help them achieve their goals.

1. For young parents, I often help them start “college funding” plan.
2. For those near retirement … I help them to plan to retire 5 years earlier than expected.
3. For Retirees … I help them “AVOID” retirement ruin.

Schedule time with me

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Jay:

First securities licensed in 1984 (36 years)
Trained advisors in 30 states
Advisor with SmartPro Financial
Married 38 years
Father of four
Grandfather of four

Locations Served

Contact

jay@smartprousa.com
813-230-2922

Schedule time with me

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.