I formed JSFA because I found it nearly impossible to do the right thing for clients when there is a complex corporate structure (and sales pressure) telling me what to do/not to do for clients.
Working with me means working with a thinking partner to help you clarify, organize, evaluate and prioritize your financial life decisions, allowing you to live life looking forward without fear of making a mistake.
I do my best work with with nice people:
- that are a recent (or soon to be) widow or widower.
- whose spouse handled all the money decisions and can no longer be relied on due to infirmity or death.
- that are within 5 years of retirement (before or after).
- have more than $1,000,000 in investment assets.