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“Financial Guidance for everyone during all stages of Life”

Client Centered

Our goal is to help guide you to live the best life you can. Wealth means something different to everyone and we truly want to know what that means to you.

Who do we serve:

  • Greatest Generation Born 1920’s & 1930’s
  • Baby Boomers Born in 1946 - 1964
  • Generation X Born after 1966 – 1976
  • Millennials or Gen Y Born 1977 – 1995
  • Gen Z or iGen Born 1996/+

We also guide individuals going through major life events, such as:

  • Recently Divorced individuals
  • Widowed individuals


We help those who are seeking independent financial advice/guidance or those looking to take the first step to building a financial plan. No matter what stage of life you are in, jLife is the firm for you.

We have two financial planning programs for our clients:

BUILDING YOUR WEALTH

Younger individuals and families who want to create and implement a financial plan. The focus here is to build your wealth.

WEALTH MANAGEMENT

Investors who seek holistic, personalized investment advice and financial planning, from independent fiduciary advisors.

PREPARE

Get ready to set the stage for your best future:


jLife can help you:

  • Begin by eliminating money stress; any college or other financial debt by helping you get organized
  • Put a plan in place so you can achieve your goals
  • Make sure you stay on track
  • Handle competing demands of paying off debt and saving for your future
  • Avoid emotional mistakes that can steer you off track

SHIFT

Get ready to shift gears and step into your retirement years:

  • When will I know I am ready to retire?
  • How are my 401(k) and Roth IRA doing? Am I saving enough?
  • What should I do to prepare for a market downturn?
  • If I suddenly pass away, what happens?

jLife can help you:

  • Pinpoint what’s important to you and your family
  • Create a snapshot of where you are today (Balance Sheet and Cash Flow)
  • Create a plan of where you want to be in your life today and in retirement
  • Get financially organized to reduce stress and increase confidence
  • Be able to handle competing demands in your life, i.e. supporting your family, college tuition expenses, paying off debt and saving for retirement
  • Monitor your investments and make sure they are allocated appropriately for your goals
  • Feel confident about your investment strategy as we stay the course
  • Preserve your wealth as it grows


Are You Ready To Retire?

 Take A Self-Assessment Quiz

(Approximately 10-15 Minutes)

PURPOSE

Live the life you always dreamed of:

  • Will I outlive my money?
  • How do I handle the costs of healthcare?
  • How can I leave a legacy for my family?
  • How could I help my children and grandchildren make smart decisions with their own money as they grow?

jLife can help you:

  • Step into this next chapter of your life
  • Ensure your investments are in line with your goals and risk tolerance
  • Manage the up’s and down’s in the market
  • Create income strategies that meet your needs and goals
  • Avoid making decisions based on emotions, which could ultimately set you back
  • Preserve your accumulated wealth that you’ve worked hard for
  • Plan your legacy, and help us understand what that means to you, as it means something different for everyone

jLife Commitment to You

  • We build relationships, we are not transaction-based, always your best interests in mind

  • We are here to support you in achieving your life goals, it’s not just about money

  • We’ll help you avoid the emotional mistakes that can deter you from your goals

  • We’ll help guide you towards living a life of financial security and independence

  • We provide you with the online tools for instant access to your accounts, we want you to feel confident about your money at all times

  • We will be here to celebrate your achievements and success along the way, as you reach your life goals! This is the fun part!