Our Commitment to Your Financial Future
At Jeffers Financial Services, we specialize in guiding you through the complexities ofwealth building, business solutions and estate planning, wills & trusts. Our mission is toempower individuals, families and businesses to take control of their financial futures.With a focus on personalized strategies and comprehensive preparedness, our expertteam is dedicated to providing you with the knowledge and support you need to makeinformed decisions for lasting security.
Meet Claudia Jeffers
Financial Professional. Educator. Author. Legacy Builder.
Claudia Jeffers is the President and CEO of Jeffers Financial Services, LLC, a financial education and planning firm based in Kissimmee, Florida, serving individuals, families, and business owners nationwide where services and licensing permit.
With nearly 15 years of experience in financial services, Claudia has built her career around one simple belief: people make better financial decisions when they understand their options.
Her work focuses on helping clients prepare for retirement, protect their families, organize their financial lives, and create strategies for building and preserving a lasting legacy.
Experience You Can Trust. Education You Can Use.
Claudia began her financial services career in Maryland, where she gained experience in insurance, financial strategies, retirement planning, and healthcare while working with respected organizations including MassMutual, Equitable Advisors, and Johns Hopkins Healthcare.
After relocating to Florida in 2022, she continued building Jeffers Financial Services with a growing focus on financial education, estate preparedness, retirement strategies, and legacy planning.
Today, Claudia works with clients locally in Central Florida and virtually across the country.
Her approach is personal and education-focused. She takes complex financial topics and explains them in clear language so clients can understand their choices and make informed decisions with confidence.
Planning Today Can Protect Generations Tomorrow
Estate and legacy planning have become central to Claudia's work because she has seen what can happen when families are unprepared.
Too many families are forced to make difficult financial decisions during already painful moments. Others discover too late that important documents were never completed, beneficiaries were never updated, or a loved one's wishes were never clearly communicated.
Claudia helps families start those conversations before a crisis.
Through financial education and strategic planning, she encourages clients to think about their assets, beneficiaries, retirement, insurance, business interests, and the legacy they want to leave behind.