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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:

  • jackiewakefield@bluecrestfa.com
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Contact Us

Please feel free to contact us with any questions.

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Flipbooks

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Videos

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View Our Customer Relationship Summary

The Latte Habit

How little things can add up over time.
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Transcript

Newsletters

  • Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

    This article explains the basics of capital gains taxes when selling a home.

  • New Medicare Rules Tackle Prescription Drug Prices

    The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.

  • Birthday Benefits Quiz

    This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.

  • HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024

    The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.

More Newsletters »

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Lease Payment

    How much would your monthly lease payment be?

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

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

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