Jack Walsh, CLU®

Phone: 781-356-2200
Fax: 781-380-3833
E-mail:
 
Jack has been a member of KAF Financial Advisors, LLC since 2002.  Jack has been active in the insurance and investment industry since April of 1982. He graduated from the North Adams State College with a Bachelor of Science in Business Administration. Jack earned his Charter Life Underwriter (CLU®) designation in 1995.
 
The focus of Jack’s practice has been working with successful individuals and business owners in various aspects of their financial planning, including: 
  • Employee Benefits Consultation
    • Plan Research, Design & Implementation
    • Section 125 plans
    • Cafeteria Plans
    • 401 (k)
    • Short & Long-term Disability
    • Life & AD&D
    • Supplemental Life
    • Employee Medical, Dental & Vision Plans
  • Estate Planning
  • Business Succession Planning
  • Portfolio Management
  • Retirement Planning
  • Insurance Solutions
  • Disability Insurance
Jack lives with his wife and two daughters in Framingham.