About
Claudia Jeffers
Claudia Jeffers is the President & CEO of Jeffers Financial Services, LLC.
She is a licensed financial professional, educator, and author with nearly 15 years of experience in insurance, money management, retirement strategies, and estate planning.
Her career started in Maryland, where I lived with her husband and three sons, and worked for companies like Mass Mutual, Equitable Advisors and Johns Hopkins Healthcare. She “retired” and moved to Florida in December, 2022, where she now lives with her youngest son and his beautiful family.
To help families navigate the estate planning process. Ms. Jeffers has written a workbook entitled, “Wills and Trusts, Not Bills and Fuss”, which educates the reader about the perils of Probate and guides them through the steps to make a comprehensive estate plan.
Her second book, “Leaving Nothing to Chance: An Urgent Call to Estate Planning”, outlines the steps families need to take to make sure the legacy they plan to leave their heirs is secured.
How many times have you heard people say, "If I only knew, I would have done things differently." Well, Ms. Jeffers has heard this expression a lot of times since she started helping people finalize their estate plans. “People don't know what they don't know”, she says. “I am reaching out to as many folks as I can, to bring this information to those who
just may not know.”