An important element of our service is the coordination of your investment program. As investment supervisors, we do not select specific stocks but rather, we oversee the performance of investment managers. As your business and financial managers, think of us as the conductor of an orchestra: The members of your orchestra include your attorney, bankers, stockbrokers, insurance professionals, managers, agents and others as required.
Few business management firms offer tax planning and compliance services where the lead partner was a senior tax partner with a "Big 8" firm for approximately 20 years. Page was the head of the second largest tax department in the entire firm. Formal education is important. Practical experience in sophisticated areas of the tax law is critical.
Few business management firms offer tax planning and compliance services where the lead partner was a senior tax partner with a "Big 8" firm for approximately 20 years. Page was the head of the second largest tax department in the entire firm. Formal education is important. Practical experience in sophisticated areas of the tax law is critical.
Services
Page Jenkins Financial Services, Inc. (PJFS) is a full-service business management firm that provides financial, tax, and estate planning as well as investment supervisory services for its clients through an affiliated group of companies.
These companies include a C.P.A. firm (for tax planning), and a business management firm for those clients desiring bookkeeping, accounting, budgeting, and cash flow planning, in addition to tax and investment advisory services.
These companies include a C.P.A. firm (for tax planning), and a business management firm for those clients desiring bookkeeping, accounting, budgeting, and cash flow planning, in addition to tax and investment advisory services.
One of the unique features of PJFS is that we offer extensive estate planning services through our association with Page Jenkins, C.P.A. Page's background includes more than 20 years with Arthur Young & Co. (now called Ernst & Young), where he specialized in tax planning as a partner in that firm. We offer income tax and estate planning services.
An important element of our service is the coordination of your investment program. As investment supervisors, we do not select specific stocks but rather, we oversee the performance of investment managers. We consistently monitor their performance. Be assured, those who perform will stay, those who don't, go!
As your business managers, think of us as the conductor of an orchestra: the members of your orchestra include your attorney, bankers, stockbrokers, insurance professionals, managers, agents and others as appropriate.
As the conductor, PJFS takes responsibility for creating and overseeing your financial plan and for coordinating the activities of other professionals to make certain that all of the necessary functions related to your financial plan are carried out accurately, on a timely basis and with a minimum of inconvenience to you.We help you create a realistic financial plan and budget for the short and long term.
As the conductor, PJFS takes responsibility for creating and overseeing your financial plan and for coordinating the activities of other professionals to make certain that all of the necessary functions related to your financial plan are carried out accurately, on a timely basis and with a minimum of inconvenience to you.We help you create a realistic financial plan and budget for the short and long term.
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