Financial Advisory Services

I serve individuals and businesses in all areas of investment planning, including:

Tax management* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Estate planning* - Working with estate-planning and trust specialists available through CJE Financial LLC to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

Risk management - Reviewing existing insurance policies. 

Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

 

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*CJE Financial LLC does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.