Financial Planning

 
 

We believe early and informed decision-making is key to growing wealth and that financial planning can facilitate timely decisions. We partner with leading technology providers to create and maintain comprehensive financial plans and projections that empower our clients to proactively shape their financial future. We also offer a platform that provides a fully aggregated, real-time view of their finances and can partner with clients to actively monitor progress against financial plans and goals.

 
 

Our Services

 

Financial Planning

We begin with a conversation and build our clients’ plans from the bottom up. We consolidate and review their financial information, account statements, insurance policies, etc. When needed, we can use software to project the future growth of their assets under conservative estimates, help them set goals, and guide them toward meeting those goals.

Fee: None

    • Ensuring you will have sufficient assets for retirement

    • Building a strategy for education savings

    • Identifying financial risks and insurance needs

    • Building a legacy through charitable gifting and transferring wealth to the next generation

    • Wealth Management

    • Retirement Planning

    • Education Planning

    • Estate Planning

    • Tax Planning

    • Health and Long-Term Care Planning

 
 

Please do not hesitate to contact us at team@jsopartners.com or 215-283-3131 if you would like more information about us.