View Our Customer Relationship Summary
Skip to main content
  • Home
  • About Us
    • Our Firm
    • Biographies
    • Careers
    • Brokerage Services
  • Licenses
  • Products & Services
    • Individuals and Families
    • Insurance Strategies
    • Financial Planning
    • Investment Planning
    • Retirement Planning
    • Employee and Executive Benefits (Businesses)
  • Resources
    • Learning Center
      • Articles
      • Calculators
      • Newsletters
      • Glossary
    • Market Watch
      • Detailed Quote
      • Symbol Lookup
      • Multi Quote
      • Market at a Glance
      • Charting
      • Portfolio
  • Contact Us
    • Contact Us
    • Affiliated Offices
    • Request a Quote

"At Bluecrest Financial Alliances, our agency is dedicated to helping our financial services professionals deliver sound financial solutions to our clients."

Jason (Jay) Bach
General Agent

14241 Dallas Parkway Suite 1200 Dallas, TX 75254

Phone:

  • 972-348-6300

E-mail:

  • jackiewakefield@bluecrestfa.com
  • Facebook Icon
  • LinkedIn Icon

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

View Our Customer Relationship Summary

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.
More Videos »
Transcript

Newsletters

  • A 529 Plan Can Help Jump Start Your College Fund

    Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

  • Bear Market Emotions: Strategy vs. Reaction

    Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.

  • Are You Eligible for Any of These College-Related Federal Tax Benefits?

    College students and their parents need all the help they can get when paying for college or repaying student loans. This article explains three federal tax benefits that could take some of the sting out of expensive college costs.

  • HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks

    Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC.

More Newsletters »

Calculators

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Lease Payment

    How much would your monthly lease payment be?

More Calculators »

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300.

 

CRN202603-4070218

Home | Contact

  • Site Map