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Your Financial Roadmap

In the pursuit of your financial goals, it’s important to know your values, identify priorities, understand your options, and implement a financial strategy. 

Retire Tax-Free

Tax avoidance, tax deferred, what is the difference? Learn what strategies that may lead to tax-free retirement income.

Connect with me

If you have questions or would like to schedule a complimentary meeting, reach out.

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 My Commitment To Clients 

One to One Financial Advice

We start at what is important to you and help you make informed decisions about your personal finances and financial goals.

Personalized Recommendations

Provide recommendations based on your individual goals, portfolios and life events

Regular Meetings

We document your goals, meet regularly to review and examine your progress, make any changes as life happens and keep track during your journey.

ANytime Access

Have access to your investments and  accounts from almost anywhere.

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Everybody’s financial situation is different, and most questions have more than one answer. Before you go on to make the financial decisions that will affect the next 20 to 30 years of your life, Jay Silvagni invites you to get answers to the questions that are specific to your situation. As a Financial Professional, Jay takes pride in educating his clients and finds that most people have more options than they realize. He takes them through a process that includes how to analyze the longevity of retirement funds, when to file for Social Security and how to fill the income gap.

Jay has helped small business owners and school district faculty members achieve a robust retirement planning strategy. Before joining Evolution Financial Group, he served as a financial advisor for GWN Securities Inc and earlier for Mutual of Omaha. During his tenure, He was an insurance advisor and worked towards learning and building his investment practice. In addition to his investment and retirement planning career, Jay also helps families maximize their ability to pay for their children’s college education. As an advisor for GWN he worked with school districts and educators throughout NJ helping them optimize their pension and other retirement tools such as 403b. He educates his clients on strategies to eliminate debt (ie student or mortgage) and to build wealth. He also previously invested in real estate. As a former football player, he embraces the strength that comes from working together as a team.

Jay graduated with a degree in Finance/Economics from Rowan University (formerly Glassboro State College). He is the proud father of his daughter, a Geologist and graduate from Florida Atlantic University. Jay has a passion for real estate, having spent several years on the investment side of it. When not working, Jay enjoys helping dogs/animals in shelters, spending time in the gym, banging on the drums, practicing krav maga, golfing with friends and colleagues and giving back. Being a part of the Benevolent and Protective Order of Elks and Knights of Columbus Santa Maria Council he uses his time making meals for seniors or other resources to help those in need.

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Upcoming Events

Attendees of this seminar and other seminars should always take the time to research the firm and its financial advisers as well as products being offered before opening an account or making a purchase. The Securities and Exchange Commission (SEC), FINRA, and State Regulators make a variety of tools available to investors to assist them in understanding investment products and investigating a broker or other financial professional before investing. The  presenter of this information is a registered representative of  GWN Securities, Inc and a  Independent insurance agent.  The presenter of this invitation as well as the information presented at the seminar is not related to endorsed by nor connected with and not approved  by any Government Agency or organization. Although the seminar is providing  information of value to consumers, the seminar is a solicitation for investment products.

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