Leaving a Legacy
We work so hard to build a life, but do we give thought to what we will leave behind when we are gone? Author Stephen...
Preparing for Illness or Injury
No one can plan for every variable in life, but a key part of financial planning is to build a safety net to prevent financial...
Entering Retirement
At JFA, retirement is our specialty! Over the years, we’ve helped over 800 clients navigate the maze of decisions that come prior to and during...
Preparing for Retirement
From their mid-fifties and up, many individuals become increasingly concerned about retirement. “Will I have enough savings?” “Can I take early retirement, or will I...
Saving for a Child’s Education
Thanks to birthdays and holidays, our society has created countless opportunities to buy gifts for our children and grandchildren. While these gifts are fun for...
Buying a Home
Owning a home has always been part of “the American Dream.” But the recent real estate downturn (actually a “depression” here in Arizona) has reminded...
Starting a Family
Each of us can find joy in life—but how sweet it is when we can experience life’s journey with someone we love. If you have...
Beginning a Career
Congratulations on beginning your career! Although you may now be making more money than ever before, you have probably realized it is not nearly enough...
The Value of a Financial Advisor
Financial planning is a collaborative relationship where both the client and the advisor work together. As financial planners, Phil and Marcus help individuals and families...
