Financial Planning

At JSF, comprehensive financial planning attends to the intersection of life and finances and involves:

  • Managing cash flow and budgeting
  • Understanding liabilities (credit report, ID theft) and risk management
  • Planning to fund a child’s college education
  • Developing a strategy to afford retirement
  • Integrating all banking and investment accounts into an overall investment approach
  • Implementing and monitoring a recommended financial plan
  • Overseeing tax planning and estate preservation
  • Analyzing real estate opportunities

In creating a financial plan, JSF wealth managers focus on both short-term financial needs and long-term goals, taking a global view of each client’s financial life. Our financial planners in Los Angeles want our clients to have the satisfaction that comes with knowing their financial life is in order.