Services for Individuals

Few things are more important than making sure your finances are on a solid foundation. And yet, with many competing demands and complexity, it is challenging to develop an appropriate, comprehensive strategy. We can help.

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JIC gathers information on what retirement means to you. For example, when do you want to retire, with what retirement income, and what sources of retirement income

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Investment Strategies To Meet Your Individual Needs

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With the cost of higher education rising seemingly every year, how do you make sure you will have enough when it’s time for your children to go to college?

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Effective estate planning ensures that your hard-earned assets are distributed in the way and to whom you would like.

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Insurance is about protecting something you value — be it your income, assets, or loved ones.

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We review your tax returns in combination with other financial planning data to identify possible tax saving strategies.

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In the course of our work, we often come across individuals that have unique characteristics to their financial situation that requires creativity and an alternative approach.

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