Jay W Inge IV

Office: 540-777-5026

3090 Electric Rd Ste D
Roanoke, VA 24018-3503

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We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. 

 

 

 

My Mission

As a financial advisor, Jay Inge looks first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is Jay's approach to helping you shape it and attain it.

Simply put, Jay's mission is to help you secure your family's or business's future and protect what's important to you.

Background

Jay W. Inge, IV, CLU, ChFC spent the first 14 years of his career in a family business with the responsibility of reviewing and purchasing the products and concepts that he offers today. So 18 years ago, the transition to the financial services industry was a natural one, and in 2002 he joined Northwestern Mutual Financial Network. Jay Inge was attracted by the strength of Northwestern Mutual, along with the diversity of the Network's insurance and investment products and services.

 

Jay has dedicated his career to furnishing a full range of products and services with a proven performance record. Thorough and innovative, he meets the needs of high net worth individuals, successful professionals, business owners and retirees. His areas of expertise include business continuation, estate planning, retirement planning and investments.

His extensive background and knowledge in the financial, estate and retirement planning fields allow Jay to provide outstanding service to his clients.

 

Four Step Process

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals. Jay Inge combines his experience with your goals to offer you expert guidance and innovative solutions.

Jay Inge utilizes a four-step process to help you plan for the future and help protect you if life takes an unexpected turn:

  • Ask you questions: Before Jay can advise you about any of the strategies that might be appropriate in your situation, he needs to learn about you.
  • Analyze the information: Jay provides you with a comprehensive plan that compares what you have with what you want and identifies any gaps.
  • Make recommendations: Jay  prepares a detailed plan that includes a review of what you have already done, and some recommendations about what you may need to do next.
  • Keep in touch: Nobody's situation stays the same. As yours changes, Jay will review your plan, and perhaps suggest revisions to help ensure that your plan keeps pace with your changing situation.
     

Jay Inge is committed to ensuring that your family's needs will be met with care, expertise, and an understanding of your unique circumstances and individual goals.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Jay Inge.