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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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Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch 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

  • HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility

    Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.

  • Concerned About Inflation? Consider TIPS

    Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.

  • Company Stock and Your Retirement Strategy

    This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.

  • Your Business: New Rules for Writing Off Restaurant Meals

    The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.

More Newsletters »

Calculators

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Lifetime Earnings

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

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

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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