Sound Financial Advice
In a Complex World™

Fee-Based | Fiduciary | Independent RIA

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Welcome To
JPS Financial

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

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Your Personal
Business CFO

Independent
Fiduciary
Fee-Based
Client- First Philosophy
Comprehensive
Advice That Serves You

^{Our Clients}
Our Solutions

Sound Financial Advice in a Complex World

Investment Management

Customized Portfolios
Science, Not Guesswork
Expertise Matters
Discipline and Flexibility
Long-Term Focus

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Financial Planning

Comprehensive Approach
Personalized Service
Long-Term Focus
Customized Portfolios
Disciplined Investing

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Retirement Planning

Retirement Plan Rollovers
Traditional IRAs
Roth IRAs
SIMPLE IRAs

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Discover

To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you.

Analyze

Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.

Advise and Implement

The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.

Monitor and Evolve

The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.