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Experience The Difference Fiduciary Fee-Only Financial Planning Makes…

JAS Financial Services LLC is a Fiduciary Fee-Only financial planning and investment management firm. A Fiduciary Fee-Only Advisor, as defined by NAPFA (National Association of Personal Financial Advisors), “as one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.” All compensation is paid by clients.

Services are provided by applying fiduciary principles. That is, I will always put the client’s interest first applying the highest standards of professional and ethical standards.

JAS Financial Services, LLC offers the following services to our clients:

  • Broad-based, project-based, and personalized financial planning
  • Portfolio services
  • Investment management services
  • Consulting services

THE MISSION…

JAS Financial Services, LLC’s mission is to be your long-term, trusted personal financial advisor. My passion is to enable each client to achieve their financial goals. I strive to provide greater benefits to clients. All services are modeled to their unique circumstances. As a fiduciary, I deliver the duties of good faith, trust, confidence, and candor.

As a fiduciary, I shall always:

  • act in good faith and with candor
  • be proactive in disclosing any conflict of interest that my impact the services provided.
  • never accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product

Please call 847-328-8011 or e-mail us
to schedule a no obligation meeting to learn how our services may meet your needs and the applicable fees.