JHG Financial Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future.
Whether assisting veterans, retirees, or young professionals our goal is to holistically prepare them for every aspect of their financial lives. No matter what your age, retirement planning is an essential part of your overall financial road-map. What would happen to your family, as well as your financial objectives, if something unexpected happened to you, your spouse or your partner?.
Whether assisting veterans, retirees, or young professionals our goal is to holistically prepare them for every aspect of their financial lives. No matter what your age, retirement planning is an essential part of your overall financial road-map. What would happen to your family, as well as your financial objectives, if something unexpected happened to you, your spouse or your partner?.
Services
JHG Financial Charlotte NC was founded on the principle that an in-depth, hands-on understanding of your current financial situation is vital to helping you make well-informed decisions about your financial future.
We strive to simplify the decision-making process, paring down the many choices of investment products to those that fit your financial objectives, your time horizon and your tolerance for risk as measured against your short and long-term goals.
We strive to simplify the decision-making process, paring down the many choices of investment products to those that fit your financial objectives, your time horizon and your tolerance for risk as measured against your short and long-term goals.
Wendy brings more than two decades of experience in marketing and business growth to JHG Financial Advisors. As a seasoned professional she has worked with national financial services companies like AAA, Aetna, AMEX, Discover Card and GM MasterCard with nearly 20 years as a marketing consultant through her firm, Custom Marketing Solutions, Inc.
As we see it, JHG Financial's primary role is to protect your financial blind sides. We provide our clients with an unbiased resource that can offer you advice based solely on your needs and goals. We are able to give you guidance that is truly objective, unencumbered by any potential conflicts of interest.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping to make your dreams a reality.
As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to potentially get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.JHG Financial is committed to helping you make sound decisions that could ensure your financial well-being and success in reaching your goals.
As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to potentially get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.JHG Financial is committed to helping you make sound decisions that could ensure your financial well-being and success in reaching your goals.
As managing partner of JHG Financial, with over 20 years in the financial services industry, Jud brings extensive knowledge and in-depth understanding of clients' needs to his financial planning practice. He draws on many years of money management experience to help individuals and small businesses achieve their financial goals through personalized financial planning and effective wealth management strategies.
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