Schedule a no-obligation appointment by calling (602) 242-4000

No-Obligation Portofolio Analysis


Schedule your Free Review

Click the blue button below to schedule an appointment. You can provide basic contact information and we will call you within one business day to schedule.


After we schedule your appointment


We will perform our analysis

After you have sent us your most recent statement, we will perform our comprehensive analysis where we review the performance, risk, fees, and composition of your existing portfolio.

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Meet together to discuss our review of your portfolio

In our appointment, we will go over our research and give you a report with our findings and recommendations to take home.


About JFA

Since 1981, JFA has been helping individuals and families in the Phoenix Valley and accross the United States

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Our Services

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