JFS serves the personal financial planning, tax, retirement, and investment management needs of individuals and families from all different backgrounds and lifestyles, as well as the demands of work and life of businesses, their executives & employees, and institutions.
WHO WE SERVE
Individuals and Families
Our ideal client is looking for a partner and coach in their financial wellness through all stages and transitions in life.
The families and individuals we serve tend to have financial complexity in their lives beyond their comfort level.
Individuals & Young Families
Building and Managing Wealth
Protecting Wealth and Readying for Retirement
Entering Retirement and Transitioning Wealth to the Next Generation