Plan for tomorrow, live today
“Just invest in ‘x’, it’s the best way to get started!”
If only it were that easy.
These days it seems like everywhere you turn, there’s another financial advisor trying to get you to invest in their latest and greatest product. But is it really the best option for you?
For too long, the financial services industry has had advisors take a one-size-fits-all approach. Recommending all sorts of products, without ever taking the time to get to know you, before moving on to the next client. It can make you feel like you’re just another commission check.
The reality is that there is no “perfect investment/product”. If a solution was provided without considering your aspirations and unique circumstances, it’s hard to be confident that the products recommended are in your best interest.
At jLife Wealth Management, we’re not interested in taking the easy route.
Because our primary goal is to help our clients reach theirs, we’ll take the time to understand their goals, what's important to them, and even the things that keep them up at night.
We don’t just recommend products either. A big part of our success has always come from taking the time to educate our clients on what we're planning and what investments will help them achieve their goals.
The makings of an extraordinary life
My name is Roger Conde, and I started in the financial services business in 1993.
I have been fortunate enough to meet many people over the course of my career, and I believe that I have helped many of them to achieve their financial goals and dreams.
I believe that one of the biggest differences between our firm and other financial advisors is in our values, which stem from the simple idea ‘that life is short, and is not promised to us.’
I have always been a firm believer in enjoying the journey, not just the destination. It is something that my parents taught me, and it's a philosophy that our firm lives by.
At jLife Wealth, our goal is to…
- Help our clients enjoy their golden years and not just have their money outlive them.
- Help our clients leave a lasting legacy, not just a pile of cash.
- Assist our clients in finding fulfillment, not just financial security.
- Do it all in a way that aligns with their values.
Our firm may not be able to add more hours to your day, but our hope is that by helping our clients in retirement and legacy planning, they will be able to spend more time doing the things they love with the people they love. After all, life is too short to wait until retirement to start living!
Financial planning is an important step in charting a course for a life that you can live on your own terms. And if you want to enjoy the journey along the way, schedule a meeting with us. We’d be more than happy to help!