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Welcome to 1st My Major Consulting, LLC

Our firm is a military friendly and Veteran-owned organization.  We accomplish our commitment to you by executing principles of quality ​service, unquestionable​ integrity, and ethically-driven professionalism.

Jennifer Vail MBA, shares her knowledge and years of experience with each of her clients. Through financial education, she helps people make excellent financial decisions. 

​From conception to retirement, 1st My Major Consulting, LLC is committed to provide  a unique signature of care through personalized financial and insurance solutions, as well as year-round tax planning and strategy support.

We are a proud member of the safe money places Agent Network

Our Services

  • ​Retirement Income
  • Financial Protection
  • Wealth Transfer ​​
  • Safe Money Solutions
  • Life Insurance​
  • Long-Term Care Options
  • Fixed Annuities
  • Health Insurance
  • Tax Planning and Strategies
  • Military and Veterans- knowledge shared

Where Does Your Retirement Plan Need Improvement?

Financial Protection

Everyone should proactively protect their beneficiaries and their retirement funds from the high cost of end-of-life healthcare needs.  Also, it is wise to provide protection from the burden of high end-of-life taxation.  We can share with you a wide range of insurance products that provide solutions to help shield your retirement funds from both of these issues.

Retirement ​Income

Are you ready to protect your money by avoiding market risk? If so, we will show you options which guarantee you reasonable returns while protecting your valuable retirement funds. Our solutions are considered "safe" because they offer guaranteed returns on your money with no risk of losing principal.

PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned their 401(k), IRA, Social Security and Savings will not provide income to last throughout their entire retirement years.  The Personal Pension Plan "fills the income gap for life."

WEALTH TRANSFER PLANNING

Proper Wealth Transfer is a financial concept that helps you preserve your nest egg and distribute it to your beneficiaries in the most tax-efficient manner possible. This helps your heirs avoid the dreaded "Tax Time-Bomb."

Resources

CONSUMER'S GUIDE:
​How to Generate Lifetime Income with Fixed Annuities

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is no such thing as a one-size fits all retirement plan. Ask us questions and get real answers. ​