Financial Services

Managing your investments and retirement can be hard. We can help make it easier for you.

Who we are.

As a Financial Advisor Jess can help you plan for your retirement or wealth accumulation at any stage of investing you are in. Jess is versed in several strategies you can use to achieve your goals. Do you know what type of investor you are? Find out – here.

What do we offer?

Our Financial Services can help you build and maintain a stable financial future. We offer advice and personalized solutions to help you make smart decisions with your money. We can assist you in managing risks, making the most of your investments, and staying financially healthy. By working with our agency, you not only learn more about managing your money but also gain confidence for your financial future.

Disclosure

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Southeast Insurance and Financial Group Inc are independent of each other.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.

Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.

www.finra.org / www.sipc.org / brokercheck.finra.org