Every person and family has their own unique story, which comes with a set of unique needs. Whether you are a young professional just starting out, a pre-retiree getting your ducks in a row, or someone who’s going through major life events such as a recent divorce or widowing - we work with individuals and families that seek independent financial advice on sustainable ways to protect and grow their wealth.
Our financial planning services are broken down into two categories:
Build Your Wealth
For younger individuals and families who want to build their wealth, leave a legacy and avoid outliving their money.
Wealth Management
For investors. It’s not just about making money, it's also about minimizing risk and being prepared for whatever life throws your way.
Our goal is to help you GROW, PRESERVE and DISTRIBUTE your wealth - in order to live your best life.
Which of these life stages are you currently in?
Request Our Complementary Brochure
Set the stage for your best future.
jLife can help you:
- Begin by eliminating money stress; any college or other financial debt by helping you get organized
- Put a plan in place so you can achieve your goals
- Make sure you stay on track
- Handle competing demands of paying off debt and saving for your future
- Avoid emotional mistakes that can steer you off track
Shift gears and step into your retirement years.
If you’ve ever wondered:
- When will I know I am ready to retire?
- How are my 401(k) and Roth IRA doing? Am I saving enough?
- What should I do to prepare for a market downturn?
- If I suddenly pass away, what happens?
jLife can help you:
- Pinpoint what’s important to you and your family
- Create a snapshot of where you are today (Balance Sheet and Cash Flow)
- Create a plan of where you want to be in your life today and in retirement
- Get financially organized to reduce stress and increase confidence
- Be able to handle competing demands in your life, i.e. supporting your family, college tuition expenses, paying off debt and saving for retirement
- Monitor your investments and make sure they are allocated appropriately for your goals
- Feel confident about your investment strategy as we stay the course
- Preserve your wealth as it grows
Live the life you always dreamed of.
If you’re asking yourself:
- Will I outlive my money?
- How do I handle the costs of healthcare?
- How can I leave a legacy for my family?
- How could I help my children and grandchildren make smart decisions with their own money as they grow?
jLife can help you:
- Step into this next chapter of your life
- Ensure your investments are in line with your goals and risk tolerance
- Manage the up’s and down’s in the market
- Create income strategies that meet your needs and goals
- Avoid making decisions based on emotions, which could ultimately set you back
- Preserve your accumulated wealth that you’ve worked hard for
- Plan your legacy, and help us understand what that means to you, as it means something different for everyone
