Financial Planning

Our team of CERTIFIED FINANCIAL PLANNER™ professionals will design a plan that evaluates your current situation by analyzing your assets, income and expenditures to identify. We provide regular reviews and modifications, ensuring that your financial plan stays current and dynamic.

Advice based on your goals

Our financial planning service provides personalized advice tailored to your unique goals, helping you make informed decisions to achieve your financial objectives.

Independent financial advice

JFA offers unbiased and personalized guidance on investments, retirement planning, insurance, and other financial matters without being tied to any particular financial institution.

We're here to help you

we are dedicated to assisting you in achieving your financial goals through personalized strategies and expert advice. We're here to help you succeed.

Financial Planning For Individuals

The financial planning process involves setting goals, gathering information, analyzing data, developing a plan, implementing the plan, and monitoring progress. It's an ongoing process that helps individuals and families achieve their financial objectives and make informed decisions about their money.


Tax Planning


Retirement planning and Social Security Analysis


Risk Management


Estate Planning

Individual Planning

Your business is part of your individual financial plan – and a key asset in your life.

Business Valuation

Determine an accurate valuation of your business to incorporate into your personalized financial plan.

Exit Planning

We help you prepare a strategy for transferring ownership or selling a business in a way to maximizes its value. 

Succession Planning

Understanding what happens to your business when you’re gone is vital to financial planning.

Financial Planning For Businesses

Understanding the value of your business and having a succession plan in place are critical components of a comprehensive financial plan. Our financial planners can help you assess the value of your business, develop a succession plan, and identify potential buyers or successors. We can also help you evaluate how the sale of your business may impact your retirement plans and create a plan to ensure your financial security.

The Value of a CFP®

A CERTIFIED FINANCIAL PLANNER™(CFP®) has undergone rigorous training and adheres to high ethical and professional standards. They can provide comprehensive financial planning advice, help clients navigate complex financial decisions, and offer a level of expertise that can add significant value to a client's financial plan.


Financial Advice For

Young Professionals

We provide you with a wide variety of investment options that align with your goaFinancial advice for young professionals involves developing a solid financial foundation, including budgeting, saving, and investing for long-term goals. It also involves managing debt, understanding insurance needs, and planning for major life events like buying a home or starting a family.

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