Our Services

Financial and Retirement Planning

Well researched and strategically executed comprehensive financial plans integrate almost every aspect of your life. Our extensive knowledge and experience working closely with attorneys, accountants, and other skilled professionals enables us to facilitate an appropriate strategy to achieve our clients’ goals. Our team wants to get to know you and your family; understanding your goals, talking with you about our recommendations, and then applying comprehensive financial strategies to achieve those goals. We provide comprehensive financial planning that typically include, but are not limited to, the following aspects:

  • Financial statement preparation and analysis (including cash flow analysis/planning and budgeting)
  • Employee benefits planning
  • Retirement planning
  • Investment planning
  • Income tax planning
  • Education planning
  • Insurance planning and risk management
  • Estate planning

The Financial Planning Process

Comprehensive financial planning follows this six-step process:

  1. Establishing and defining the client-planner relationship
  2. Gathering your data, including goals
  3. Analyzing and evaluating your current financial status
  4. Developing and presenting recommendations and/or alternatives
  5. Implementing the recommendations
  6. Monitoring the recommendations

Federal Government Employees

As a Chartered Federal Employee Benefit Consultant℠ professional, Jennifer has successfully completed an intensive training course and passed a rigorous examination covering all types of federal employees (such as CSRS, FERS, CSRS Offset, FERS Transferees, Law Enforcement, fire fighters, air traffic controllers, etc.) and their benefits, including:

  • CSRS and FERS pensions
  • Thrift Savings Plans
  • FEGLI (Life Insurance)
  • FEHB (Health Insurance)
  • Social Security
  • and much more
Copyright © 2024
JLJ Financial