Our Products and Services
When was the last time you evaluated your entire financial picture?
Many investors view their financial plan as simply an investment portfolio. However, financial planning is so much more than just investment advice. Working on an advisory fee basis, rather than only by commission, enables your financial advisor to provide you with a variety of ongoing services.
Take a closer look at the products and services you will receive from JFC Financial Services:
Planning and Investments
- Portfolio Design
- Investment Analysis
- Fee-Based Management
- Tax Planning
- Mutual Funds / ETFs
- Unit Investment Trusts (UITs)
- Real Estate Investment Trusts (REITs)
- Alternative Investments
- Variable Annuities
- 529 College Savings Plans
Retirement Planning
- Retirement Plan Services
- Income Distribution
- IRAs / Roth IRAs
- SEP / SIMPLE IRAs
- 401k / 403b / 457 Plans
- Profit Sharing Plans
- Defined Contribution
Estate Planning
- Trust Services
- Estate Tax Analysis
- Succession Planning
- Asset Protection
- Charitable Trusts
- Irrevocable Life Insurance Trusts
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Insurance
- Insurance Analysis
- Life
- Long Term Care
- Disability
- Indexed / Fixed Annuities
Additional Value-Added Services
- Prepare and explain a financial plan
- Review and analyze your financial positions
- Consult with your employer regarding benefits
- Consult with your attorney, tax preparer, and insurance agent
- Provide online access to brokerage account information
We provide the guidance you need to make informed decisions.