JFS Wealth Advisors

<body> JFS Wealth Advisors, Hermitage,PA<p> Personal Financial Services - A financial and estate plan custom tailored to your needs provides a comprehensive solution that will enable you to achieve your financial goals more effectively and efficiently. The major areas addressed in our financial and estate planning are the following: Cash Management, Insurance Review, Tax Review, Investment Analysis, Retirement Planning, Education Planning, Estate Planning, Family Wealth Preservation Retirement Plan Design & Administration - Just as every company is unique, every retirement plan is unique. Choosing a retirement plan for your business requires coordinating the objectives for the plan and alternatives available. We offer the same high-quality financial services to you and your participants as we do to our individual clients. Through top quality education, a multitude of resources, and broad flexibility, employees are empowered to achieve wealth and manage decisions on their own terms. Institutional Consulting Services - Institutions are defined benefit pension plans, endowments and trust funds, and foundations, and we serve as an independent investment consultant to the committees and boards who oversee these types of investments. We assist you and your board in meeting your fiduciary responsibilities. After analysis of existing investments, we develop appropriate investment strategies unique to each plan's objectives. We assist in screening and reviewing money managers and selecting those that best fit. JFS works diligently with your board to provide initial and ongoing education on the standards applicable to the management of your assets. We offer you conflict-free advice and a multitude of choices. Tax Planning & Return Preparation - Our tax services entail much more than just putting numbers on the correct lines of the forms and determing the amount of your refund. Of course the primary goal of tax preparation is to prepare an accurate return, but we go one step further for you - we identify tax saving opportunities and offer advice on applying tax laws to your financial situation. Tax services involve preparation of federal, state and local tax returns for individuals, investment partnerships, trusts and estates. <table> <a href="whatwedo.asp?SPID=53706&OrgID=1823">Our Services</a> <a href="whatwedo.asp?SPID=63455&OrgID=1823">Financial & Estate Planning</a> <a href="whatwedo.asp?SPID=63240&OrgID=1823">Advisory Process</a> <a href="whatwedo.asp?SPID=63494&OrgID=1823">Customized Investment Consulting</a> <a href="whatwedo.asp?SPID=63241&OrgID=1823">Investment Policy Design</a> <a href="blank_no_title.asp?SPID=65129&OrgID=1823">Investment Management</a> <a href="whatwedo.asp?SPID=63098&OrgID=1823">Tax Planning</a> <a href="whatwedo.asp?SPID=59162&OrgID=1823">Education Planning</a> <a href="whatwedo.asp?SPID=63456&OrgID=1823">Family Wealth Management</a> <a href="blank_no_title.asp?SPID=67037&OrgID=1823">Business Retirement Plans</a> <a href="blank_no_title.asp?SPID=67051&OrgID=1823">Business Solutions</a> <a href="blank_no_title.asp?SPID=67637&OrgID=1823">Solutions</a> <a href="blank_no_title.asp?SPID=73085&OrgID=1823">Retirement Plan Comparison</a> <a href="whatwedo.asp?SPID=67635&OrgID=1823">Employee Counseling</a> <a href="whatwedo.asp?SPID=67683&OrgID=1823">Investment Strategy</a> <a href="whatwedo.asp?SPID=67687&OrgID=1823">Preferred Providers</a> <a href="blank_no_title.asp?SPID=67746&OrgID=1823">Contribution Limitations</a> <a href="whatwedo.asp?SPID=67749&OrgID=1823">Communication/Reporting</a> <a href="whatwedo.asp?SPID=68300&OrgID=1823">Expenses</a> <a href="blank_no_title.asp?SPID=68304&OrgID=1823">FAQ</a> <a href="whatwedo.asp?SPID=63506&OrgID=1823">Institutional Services</a> <a href="whatwedo.asp?SPID=63609&OrgID=1823">Standards of Care</a> <a href="whatwedo.asp?SPID=55297&OrgID=1823">Who We Are</a> <a href="whatwedo.asp?SPID=55199&OrgID=1823">Team Members</a> <a href="whatwedo2.asp?SPID=55614&OrgID=1823">Our Mission</a> <a href="whatwedo.asp?SPID=56317&OrgID=1823">History</a> <a href="ourviews.asp?SPID=53709&OrgID=1823">Client Update</a> <a href="Upload_disclosure.asp?SPID=55286&OrgID=1823">JFS Insights</a> <tr><td><b>Client Center</td></tr> <a href="accesscontent.asp?pagetype=NEWS?SPID=53713&OrgID=1823">Featured News</a> <a href="accesscontent.asp?pagetype=FBRIEFS?SPID=53712&OrgID=1823">Financial Briefs</a> <a href="www.jfswa.com/quotes/top_platinum.asp?orgId=1823" target="main">Stock Quotes</a> <a href="accesscontent.asp?pagetype=DATABANK?SPID=53711&OrgID=1823">Market Data Bank</a> <a href="accesscontent.asp?pagetype=AOFI?SPID=53715&OrgID=1823">Articles Of Interest</a> <a href="Upload_disclosure.asp?SPID=57401&OrgID=1823">FPA Articles</a> <a href="accesscontent.asp?pagetype=CALCULATORS?SPID=53716&OrgID=1823">Problem Solvers</a> <a href="Links.asp?SPID=53717&OrgID=1823">Web Resources</a> <tr><td><b>Account Lookup</td></tr> <a href="https://advisorclient.com">TD Ameritrade</a> <a href="f_checkac.asp?SPID=53718&OrgID=1823">Schwab</a> <a href="f_checkac.asp?SPID=55218&OrgID=1823">National Advisors Trust</a> <a href="f_checkac.asp?SPID=64727&OrgID=1823">Fidelity</a> <a href="f_checkac.asp?SPID=55285&OrgID=1823">BenefitStreet</a> <a href="f_checkac.asp?SPID=72846&OrgID=1823">Invesmart</a> <a href="f_checkac.asp?SPID=76245&OrgID=1823">Paychex</a> <a href="f_checkac.asp?SPID=76246&OrgID=1823">Niles Lankford Group</a> <a href="contactus.asp?SPID=53708&OrgID=1823">Contact Us</a> <a href="disclosure.asp?SPID=53719&OrgID=1823">Disclosure</a> <a href="homegraph1.asp?SPID=53720&OrgID=1823">Home</a> </table> </body>