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Invest in your Future

by Partnering with an Experienced Financial Planner

Our Mission

Our Unique Approach to Exceeding Your Expectations

The JFC Mission is to partner with clients to help them establish and achieve their financial goals through objective financial planning, management of investment assets and the implementation of risk protection strategies. Our purpose is to help build, manage and preserve clients’ wealth.

We strive to maintain the highest ethical standards and the greatest possible professional competence for the benefit of our clients. With each client, we emphasize exceptional service by effectively utilizing our extensive resources, experience, independence and education.

Collectively, the following principles define our core goals and corporate philosophy:

  • A comprehensive approach to financial planning is essential in helping clients achieve their goals and objectives.
  • Achieving financial goals results from developing a personalized, long-term plan and sticking to its implementation.
  • We strive for open communication and ongoing review resulting in our clients confidence in their investment and risk management strategy.
  • We work to meet – then exceed – our clients’ expectations.
  • As independent advocates for our clients, our goal is to be an extra set of eyes and ears for them.
  • We want to anticipate clients’ needs and solve problems before they arise.
  • Advanced professional designations/continuing education are necessary in today’s complex and dynamic marketplace.

Our primary purpose is to help build, manage and preserve clients' wealth.