757 Johnnie Dodds Boulevard
If you like to manage your won investments but want some extra help then this may be for you. We will assessing your current financial situation, identify your objectives, and create a roadmap to reach those goals. We cover various aspects of your financial life, including budgeting, saving, investing, insurance, tax planning, retirement planning, and estate planning.
The goal of investment management is to maximize investment returns while considering your risk tolerance, investment objectives, and time horizon. We make informed decisions about buying, selling, and holding investments to achieve the desired returns.
Comprehensive financial planning is a holistic approach to managing personal finances. It involves considering all aspects of an individual's financial life, including cash flow management, investment planning, risk management, tax planning, retirement planning, estate planning, and any other financial goals or concerns. The purpose of comprehensive financial planning is to create a comprehensive roadmap that addresses the individual's short-term and long-term financial needs and helps them achieve their financial objectives.
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At J Benjamin Financial, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.