Our services revolve around clients’ requirements and are flexible enough to meet their diverse financial needs. Each service has various levels of interactive sessions with clients to not only assist them but also educate them so that they can take control of their financial decisions. We work on a fee-only mode and do not earn any commissions from anywhere.
Here is a brief description of our fee-only services –
Financial Planning Services
These are long term engagement where I draw a comprehensive plan, and you get access to ongoing services for periodic reviews. The larger benefit of this engagement is that we get to know each other prior to signing up for the ongoing relationship. Read more about Financial Planning Services
Retirement Planning
Wealth Management
As investment advisers, we advise on investment portfolios in a well-defined process. We analyze your risk tolerance, identify your financial goals, and recommend asset allocation strategies for long-term investing. The recommendations are based on a research-driven process where variables that can impact your investment portfolio are taken into consideration. We analyze existing investment portfolios and advise appropriate restructuring based on your risk tolerance. We manage and monitor investment portfolios on an ongoing basis and rebalance portfolios based on asset allocation strategies.
Special Needs Financial Planning
Families with special needs dependents have special concerns since they need to plan for two generations- the Special Needs member and other family members. The special needs planning services include preparing a financial plan and ongoing review services addressing the unique needs of the families. Creation of Will and Private Trust, along with counseling from experts on various aspects of special needs care, are some of the elements of these services. Read more about Special Needs Financial Planning
Consulting
For families seeking advice on specific item(s) on their to-do list, we offer the above-listed services on a consulting basis. The fee for these services is quoted once we understand the scope of work. All consultation servcies are on Fee-only mode and no commissions of any kind are involved in our advisory.
Estate Planning Services
Here, with a team of professional lawyer and accountants, we help you with estate planning strategies for effective distribution of your wealth to your loved ones. Creation of Wills, Living Will, Private Trust and Estate Planning advisory are some of the elements of these services. Read more about Estate Planning Services
Professional Speaker
With more than 500 programmes as a speaker Jitendra PS Solanki bring a rich experience in the field of personal finance. You can contact him at jitendra@jsfadvisors.com for hiring him as a professional speaker.
If you have additional questions or if you want to meet for an initial discussion, schedule your complimentary meeting today-