Financial Planning Services
Financial Planning Services encompass all aspects of personal finance. These services are provided in conjunction with Targeted Capital LLC which is a New Jersey Registered Investment Advisor owned by the Partners of Jump Perry and Company. We also work hand in hand with our Partner, HJ Wealth Management Group to provide a complete range of services to meet all of our client’s needs.
Our approach to meeting our client’s needs focuses on the development of a comprehensive financial plan. The plan is based on current and future financial needs and goals and considers the impact of college funding, insurance needs, current and future tax ramifications, retirement planning and Estate matters. As Certified Public Accountants, as well as financial advisors, we make sure that all aspects of wealth management are considered.
Our investment strategy is based on asset allocation models tailored to our client’s specific goals within their acceptable range of overall risk tolerance. The asset allocation model is widely accepted as the best investment approach to reduce risk and maximize returns over a given period of time.
After developing the initial complete financial plan, we monitor the investment results against the plan on a quarterly basis which includes face to face client meetings. Additionally, the plan is adjusted as life situations change. Our continuous involvement enables us to provide personalized advice based on a comprehensive understanding of our client’s financial position and objectives.