Before we get down to crunching numbers, we will talk about the things that are most important to you. Together we'll figure out where you are now. We will assess your personal situation, gauge where you are now relative to your life goals and priorities, and identify which gaps exist. During this phase, we will recommend specific strategies to work towards each of your goals.
This is where we implement your customized plan.
This is where we implement your customized plan.
Services
Tracing its roots in the Cedar Valley back to 1986, JFS is an independent investment management firm located in Cedar Falls, Iowa. We serve individuals, families, business owners, and employer sponsored retirement plans in 18 states. Our desire is to consistently develop lifelong relationships with clients who desire to make wise decisions with their money.
Your prime wealth-building years are a time for firming up and in some cases resetting long-range goals such as putting your kids through school or buying a second home. You'll also want to look ahead to retirement and begin to build a fiscally sound foundation to ensure that your assets are preserved for your heirs.
Achieving significant wealth rewards you with the ability to provide for future generations and support the causes closest to your heart. But frequently changing tax laws and evolving family dynamics can present significant challenges to wealth transfer planning. How do I balance the need to provide for future generations with my desire for philanthropy?
As your retirement plan professional, we will work with you to help you identify plan design features and plan investment options that are right for you and your employees. Every plan sponsor has unique goals and objectives.
As your retirement plan professional, we will work with you to help you identify plan design features and plan investment options that are right for you and your employees, including an ongoing service plan specific to your needs.
As your retirement plan professional, we will work with you to help you identify plan design features and plan investment options that are right for you and your employees, including an ongoing service plan specific to your needs.
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Allison Blood
Oct 11, 2019
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