At JPJ Investments, we strive to provide you with quality service based on your unique needs. We combine past experience, modern technology, and indiviualized reasearch to find the strategy most suited to you and your family. Our philosophy is simple, your trust is our most valuable asset. Over the past 34 years, we have developed firm building blocks on which this trust is built.
TEAMWORK: Investment planning requires teamwork. In order to address your financial needs, we work with you and professional advisors (attorneys, accountants, etc.) to help ensure that a comprehensive, cohesive, and coordinated strategy is followed to help increase the benefits to you.
PREPARATION: Unless you invest wisely, changes in inflation, interest rates, and tax laws may reduce your assets. We will address the broader market trends that impact your portfolio and adjust our strategies as the environment requires. At JPJ INVESTMENTS, through the use of modern computerized techniques, we assist you in matching your goals and concerns with investment products that are consistent with your financial goals and objectives.
REVIEW: A successful financial program is your framework for sound decision making. Our financial evaluation program analyzes your financial data, cash flow, and personal goals and objectives. We'll identify problem areas and present strategies to enhance your tax, income, retirement and estate planning. Continuing consultation is provided to ensure that your investment program is always on track with your short and long-term goals. We also offer a comparison of your current portfolio versus our recommended portfolio.