Services Provided
Financial planning, investment advice and investment management services are offered by JAS Financial Services, LLC. These services are structured to maximize the benefit you receive. Every situation is unique and is always in flux. The initial approach to each client is designed to reflect the current situation and takes into account both the current and future goals (objectives). As circumstances change, the plans should be updated to reflect the changes.
Financial Planning- Helping You See the Big Picture (video will open in a new window)
Developing a Sound Financial Plan (video will open in a new window)
Here are some of the services that we are happy to provide:
- Financial planning on either a one-time, periodic or on-going basis
- Investment advice including specific recommendations for diversification and expense reduction
- Strategies for building or re-structuring tax-efficient portfolios
- Growth strategies for creating and preserving wealth
- Financial second opinions on portfolio design and asset allocation on existing plans
- Plan implementation or guidance for clients to implement their plans themselves
- Strategies for college funding
- Analysis and recommendations for managing cash flow and debt reduction
- Tax strategies to minimize taxes in achieving your financial goals
