Jack Jerzewski*,FSCP
Partner
Jack Jerzewski Jr. is more than just a Partner at American Heritage Financial; he’s a dedicated advocate for building and developing top-notch financial professionals. With a decade of experience in the industry, Jack focuses on recruiting, selecting, and training registered representatives in the Detroit area, serving the Great Lakes region.
Jack’s natural market encompasses pre-and-post retirees, where he focuses on estate preservation, long-term care strategies, and retirement income strategies. His passion for assisting clients stems from his 10 years of experience, coupled with his commitment to serving his church community and former and current service members, having served in the Marine Corps Reserves for 6 years.
With an impressive career history, Jack has excelled at top financial institutions, including New York Life and Knights of Columbus. At New York Life, he was the top recruiter for the South-Central Zone in 2023 and the top recruiting partner in the General Office for the last 2 years. At Knights of Columbus, he became the youngest General Agent at the time and had the fastest-growing agency in the company in sales growth in 2018.
What drives Jack in his work is his personal experiences—he’s been both to funerals and retirement parties of his clients. His ultimate goal? Educating his community so he doesn’t see “GoFundMe” when unexpected financial situations arise.
Jack holds professional designations as a Financial Services Certified Professional (FSCP) and a Fraternal Insurance Counselor Fellow (FICF), along with various licenses including MI, OH, IN, TX, and SC for insurance, and Series 6, 7, 63, and 66. He is focused on building his practice as a fee based Financial Advisor.
Outside of work, Jack finds joy in spending time with his family, including his wife Ashley and their two children, Delilah and Luke. His hobbies include travel, fishing, and active involvement in his church community. He’s also a staunch supporter of charitable organizations like the Knights of Columbus and several Christian non-profits.
For financial guidance tailored to your needs, reach out to Jack Jerzewski Jr. at (810) 580-1914 or via email at JackJerzewski@AHFplanners.com.
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
Tax Strategies
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Investments
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
Social Security
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Medicare
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
Insurance Programs
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
Contact Jack Jerzewski*
Or fill out this form:
If You’re Ready to Have a Conversation, We’re Ready to Help
Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.