Free No-Obligation Portfolio Analysis


Request an appointment

Fill out the information requested and click the blue button below to schedule an appointment.

Please enter your name.
Please enter a valid phone number.
Please enter a message.

After you have requested your appointment


We will call you to schedule your appointment

We will call you and schedule a convenient time to meet in person or by phone. We will also provide you a list of items that you can have for our free appointment (such as investment statements).


Meet together to discuss your portfolio

In our appointment, we will perform our comprehensive analysis where we review the performance, risk, fees, and composition of your existing portfolio. We will then 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

Our Videos

Get to know us through our various video presentations.

Our Services

Learn about the wide variety of services we provide to help you with all things financial.