::.. JJ Investment - Financial Planning ..::

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Frequently Asked Questions

Whether you are just starting out or are retired, sound financial decision making can be the key to a secure financial future. Navigating the complex financial world is something you don’t have to do alone.

At JJ Investment Company, you can work with a Registered Financial Consultant (RFC) who can help you with all aspects of your money—beyond saving and investing. An RFC can provide objective financial advice, help define goals and put plans in place to help you reach them.

In addition, JJ Investment Company is a Registered Investment Advisor (RIA) and works solely on a fee- only, as needed basis (commission free). That means when you work with JJ Investment Company, you receive comprehensive investment advice where your interest comes first. Low cost investment funds including the funds of Dimensional Fund Advisors (DFA) are an essential component of JJ Investment Company’s financial strategy.

WHY YOU CAN USE OUR HELP:

You need to know what you can spend and save now.

As you progress in life your financial priorities change.

The financial world is increasingly complex.

WHAT WE CAN DO TO HELP YOU:

Analyze your current cash flow, spending habits and budget.

Review and make recommendations for your insurance needs

Conduct a retirement needs analysis and provide a written retirement plan.

HOW WE DO THIS

Review and analyze all aspects of your financial situation from credit card bills to tax returns to your benefits.

Set up budget and money management systems.

Examine your attitudes with money and work with you to create a plan that works for you .

JJ Investment Company are NOT ATTORNEYS AND DO NOT PROVIDE LEGAL ADVICE. All information they provide is financial in nature and should not be construed or relied upon as legal advice. Individuals seeking legal advice should solicit the counsel of competent legal professionals knowledgeable about the laws in their geographical areas.

Please consult a tax and legal professional before making any decisions.