Led by Marty Jaras, Jaras Financial Services, Inc. (JFS) began in 1992 as a business and retirement plan Consulting firm. With over 25 years of investment experience, Marty decided to make JFS a Registered Investment Advisor in 2015 in order to better serve his diverse client base. In addition to decades of experience, Marty is an accredited investment fiduciary (AIF) and a certified public accountant "inactive".
His specialized training, combined with the depth of his experience, sets Marty apart from other advisors to better serve his retirement minded clients. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory Services are offered by Jaras Financial Services, Inc. a Registered investment Advisor in the state of Ohio.
His specialized training, combined with the depth of his experience, sets Marty apart from other advisors to better serve his retirement minded clients. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory Services are offered by Jaras Financial Services, Inc. a Registered investment Advisor in the state of Ohio.
Services
Martin A. Jaras, AIF, CPA (inactive) is the President of Jaras Financial Services, Inc. and has been in the retirement planning business since 1986. Before starting JFS in 1992, Marty was a partner in a regional retirement planning and actuarial firm where he was responsible for the design and implementation of all types of qualified retirement plans.
We help investors understand and avoid problem areas and to develop strategies that are tailored to meet specific objectives. Jaras Financial Services does not take possession of client assets. We utilize independent custodians to hold and report on investments. Past performance is no guarantee of future results.
IRAs and Retirement plans can be hit harder than your other assets due to the double tax burden of income and estate tax. Keep family assets in the immediate family (blood line) to prevent children's ex-spouses and other non-family members from becoming beneficiaries. Asset protection trusts can make it difficult to impossible for others to attach family assets.
When you need help or creative ideas on how to transition or sell your business, call us. We can help you with difficult issues when family members are involved in your business. You may need assistance sorting out the many options including employee stock ownership plans, gifting programs, stock redemptions, salary continuation, deferred compensation and stock option plans.
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