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"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:

  • ntajahmadi@financialguide.com
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Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

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View Our Customer Relationship Summary

Taking a Financial Inventory

A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.
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Newsletters

  • Your Social Security Statement: What’s in It for You?

    This article explains some of the key information provided on a personalized Social Security Statement.

  • Following the Inflation Debate

    See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.

  • A Map for Your Family

    A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?

  • HOT TOPIC: Social Security’s Uncertain Future: What You Should Know

    This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.

More Newsletters »

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Savings Accumulation

    Estimate the future value of your current savings.

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.

 

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