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 fianancial 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 Rollovers
  • Income Distribution
  • IRAs / Roth IRAs
  • SEP / SIMPLE IRAs
  • 401k / 403b / 457 Plans
  • Profit Sharing Plans
  • Defined Contribution

Asset Management (offered through Ladenburg Thalmann Asset Management)

  • Institutional Investment Management
  • Endowment Analysis
  • Third Party Money Management

Estate Planning

  • Trust Services
  • Estate Tax Analysis
  • Succession Planning
  • Asset Protection
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts

Insurance

  • Insurance Analysis
  • Life
  • Long Term Care
  • Disability
  • Indexed / Fixed Annuities
  • Buy / Sell Agreements

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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck