Over 40 years of experience
Jay Graham
With over 40 years of experience in insurance and financial services, Jay Graham has helped numerous clients build lasting wealth and secure their financial futures. His business has grown almost entirely through referrals, a reflection of the trust and results he’s earned over the years.
What makes Jay different from other retirement advisors is his focus on uncovering hidden wealth transfers—the areas where people unknowingly lose money through things like taxes, credit cards, mortgage payments, or even current retirement plans. By stopping those leaks, Jay helps clients keep more of what they’ve worked hard for.
Today, Jay specializes in retirement planning, annuities, permanent life insurance, long-term and critical care coverage, and mortgage management strategies. His goal is simple: to help every client enjoy a secure retirement income while growing wealth without unnecessary risk.