Additional Insights

The most effective financial strategies for building and preserving wealth, planning for retirement or securing your family’s legacy are developed around the goals and circumstances unique to your life. No matter where you envision going, we’re committed to being with you each step of the way, guided by our Lifetime Planning Continuum® approach.
Whether you’re a business owner planning for succession or an organization leader designing a qualified plan for recruiting and retaining your industry’s best talent, our wealth advisors offer a comprehensive approach that provides you the guidance and resources to choose retirement benefit plans with the highest fiduciary standards. For institutions, we provide fi360 Uniform Fiduciary Standards of Care for investment portfolio stewardship.
Our clients have minimal time to spend in determining which financial moves are the best to achieve their objectives. Having JFS on your side means you never have to break stride moving down the field to help reach your vision of financial success.