Beverly, MA: Jester Financial Technologies announces a new strategic partnership with Williams Financial Group in order to bring software and education to its advisors via its Practice Development program. This will provide Williams Financial Group with access to industry leading education and training regarding the costs of health care in retirement. Williams will also have access to Jesters’ “Scepter” cost projection software that it will be able to offer its advisors.
“One of the reasons we chose to partner with Williams Financial was due to their commitment to the growth and education of their advisors. I believe that Williams Financials’ integrity and reputation in the industry can only help to raise awareness of a large missing piece of retirement planning.” Said Mark Annese, Chief Operating Officer of Jester Financial Technologies.
“Healthcare planning is and will remain a substantial influence in a client’s holistic retirement plan and must be continuously examined. Partnering with Jester allows Williams Financial Group the ability to offer our Financial Professionals the best health care resource in the business.” — Nicholas Ross, Executive Vice President, Williams Financial Group, Dallas, Texas.
About Jester Financial Technologies:
Jester Financial Technologies is a leading producer of software and education that helps project the growing costs of healthcare in retirement along with providing education for the solutions to this issue. http://www.jesterfinancial.com
About Williams Financial:
Founded in 1988, Williams Financial Group is a privately held Dallas-based financial services firm providing brokerage, advisory and investment services to over 230 independent Financial Professionals whose combined assets under management are approximately $7 billion. http://www.williams-financial.com/
For Further Information Contact:
Mark Annese
Chief Operating Officer
Jester Financial Technologies
50 Dunham Road, Suite 1250
Beverly, MA 01915
[email protected]
www.jesterfinancial.com
