Financial Planning

Financial fitness for your future

Build a road map with our down-to-earth approach to financial planning

Personal financial planning … who has time? How can you develop a comprehensive plan for the future when there are so many demands on your time today? How do you get answers to your questions about investing, retirement, taxes, and passing something along to the next generation?

When you’re ready for a down-to-earth, practical approach to personal financial planning, talk to us. We’re committed to planning for financial fitness, whether you’re just starting out, preparing for retirement or want to leave a lasting legacy. We’ll work with you to create a practical, carefully crafted road map. Your personal and personalized financial plan.

Sound financial planning can mean living life to the fullest instead of worrying about your financial future. Often answering one or two questions in our first meeting will uncover the best approach. Or your situation and goals may require a more comprehensive analysis.

Markets can be uncertain, our bucket approach manages for change

We think of all of your assets—from cash in the bank to short-term bonds, retirement accounts and real estate—in terms of these three “buckets.”

Although we primarily manage investments that fit in the long-term bucket, we’ll also ensure your short- and mid-term buckets are right for your day to day budget, your planned major purchases and your long-term investment and retirement goals. This is not a “one size fits all” approach. Each situation is different. Goals, assets and timelines are unique to each person.

How much you have in each bucket will depend on what you have, what you want to do now and in the future, and your timeframe for investing.

When you’re ready to move forward, we’ll provide you with the excellent book, Get It Together, to help you organize, document and compile critical financial and personal records. Learn more here.

As fee-only financial advisors, you’ll see fair pricing along with a candid review of your financial fitness and a straightforward approach to planning for the future. Count on the JGC Wealth Management team to listen to your concerns and your dreams, review your financial resources and help you plan for financial fitness now and in the years to come.

Talk to us. Your first meeting is on the house. We would like to meet you and discuss how we can help you achieve financial fitness.

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