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(903) 295-0868
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 * About 
   * Our Team
   * Our Mission
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   * Retirement
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INVESTMENTS

You’ve made investments your whole life. Work with us to help make the most of
them.
Learn More

PERCEPTION VS. REALITY

There’s an alarming difference between perception and reality for current and
future retirees.
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HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More

4 ELEMENTS OF AN ESTATE STRATEGY

Learn about the importance of having an estate strategy in this helpful and
informative video.
Learn More

WHEN MARKETS REACT

When markets shift, experienced investors stick to their strategy.
Learn More

RE: RETIREMENT

How does your ideal retirement differ from reality, and what can we do to better
align the two?
Learn More

INVESTMENTS

You’ve made investments your whole life. Work with us to help make the most of
them.
Learn More

PERCEPTION VS. REALITY

There’s an alarming difference between perception and reality for current and
future retirees.
Learn More

HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!
Learn More

4 ELEMENTS OF AN ESTATE STRATEGY

Learn about the importance of having an estate strategy in this helpful and
informative video.
Learn More

WHEN MARKETS REACT

When markets shift, experienced investors stick to their strategy.
Learn More

RE: RETIREMENT

How does your ideal retirement differ from reality, and what can we do to better
align the two?
Learn More

INVESTMENTS

You’ve made investments your whole life. Work with us to help make the most of
them.
Learn More



OUR SERVICES


WEALTH MANAGEMENT


EMPLOYEE BENEFITS


INVESTMENTS


INSURANCE

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HOW WE WORK

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.

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WORKING WITH OUR TEAM OF PROFESSIONALS

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IF YOU WOULD LIKE TO DISCUSS MORE, SHARE FEEDBACK OR ASK ANY QUESTIONS, PLEASE
GET IN TOUCH.

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PRINCIPLE OFFICE

Office: (903) 295-0868

Fax: (903) 757-6015

2110 Horseshoe Lane

Longview, TX 75605

ahailey@jbafinancial.com



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