Financial Planning Services

At JFJ Advisory Services we work with investors to develop and implement a financial plan that gets them on track or helps them stay on track, with their financial goals. Whether you want to invest for retirement, a child’s education, or anything else life can throw at you we are there for you every step of the way.

How we serve you

Goal Setting

We learn about you as a client (and even help you learn about yourself). We gain an understanding of your time horizon, risk tolerances, and everything else we need to serve you. During this we help set realistic goals.

Development

We use all we have learned about you to build an financial plan tailored to you. Once we’ve drafted up an plan we will review it with you and make any modifications requested.

Implement

We can manage and monitor your investments. We use a few different tools depending on your exact needs. We can monitor and manage investment accounts as well as keep an eye on various other accounts.

We take a holistic approach to planning, which means looking at every aspect of your financial life. From IRAs and Social Security to savings and budgeting, At JFJ we know life changes can happen. Therefore as your life evolves so will your investment plan. Through regular meetings, we review and, if necessary, revise the strategy.

Personal financial planning starts at 50$ per month. We waive the minimum fee on investment management services for clients receiving ongoing financial planning.