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Stop Wishing

Stop Wishing, Start Planning Saving Investing Achieving Focusing Doing

YOU HAVE 3 WISHES

Financial Freedom

What is peace of mind worth to you? Let us help you find assurance that you are on the right track so you can stop worrying about money.

Security

We can help you plan for the lifestyle you want, as well as plan for the unexpected circumstances that put your family’s financial security at risk.

My Dream Home

Looking for that dream home? Let us help you make it a reality.

A Successful Business

Need help with your company’s retirement plan? Want to invest in the growth? Preparing for a business succession or sale? We can help.

My Ideal Life

What’s your why? Why do you do what you do every day? Why is money important to you? Let us help you find your ideal life.

Guidance

Do you want a partner to help you through life’s financial challenges? We can provide you with assurance and accountability along the way.

Retirement

Whether you are saving for the future or living off your nest egg, we can help you plan for and realize your retirement goals.

Ask me again

Financial Freedom

What is peace of mind worth to you? Let us help you find assurance that you are on the right track so you can stop worrying about money.

Security

We can help you plan for the lifestyle you want, as well as plan for the unexpected circumstances that put your family’s financial security at risk.

My Dream Home

Looking for that dream home? Let us help you make it a reality.

A Successful Business

Need help with your company’s retirement plan? Want to invest in the growth? Preparing for a business succession or sale? We can help.

My Ideal Life

What’s your why? Why do you do what you do every day? Why is money important to you? Let us help you find your ideal life.

Guidance

Do you want a partner to help you through life’s financial challenges? We can provide you with assurance and accountability along the way.

Retirement

Whether you are saving for the future or living off your nest egg, we can help you plan for and realize your retirement goals.

Ask me again

Financial Freedom

What is peace of mind worth to you? Let us help you find assurance that you are on the right track so you can stop worrying about money.

Security

We can help you plan for the lifestyle you want, as well as plan for the unexpected circumstances that put your family’s financial security at risk.

My Dream Home

Looking for that dream home? Let us help you make it a reality.

A Successful Business

Need help with your company’s retirement plan? Want to invest in the growth? Preparing for a business succession or sale? We can help.

My Ideal Life

What’s your why? Why do you do what you do every day? Why is money important to you? Let us help you find your ideal life.

Guidance

Do you want a partner to help you through life’s financial challenges? We can provide you with assurance and accountability along the way.

Retirement

Whether you are saving for the future or living off your nest egg, we can help you plan for and realize your retirement goals.

Ask me again

About FJY Financial

With years of collective experience providing financial planning and investment management services, the team at FJY is proud to have built a client-centered firm. FJY Financial believes every client has a story. Our job is to help uncover what is important in your life, and assist you in exploring ways to make it possible.

Meet the Team

What We Do

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Financial Planning

We are CERTIFIED FINANCIAL PLANNER™ professionals who partner with you to guide you toward better and more informed financial decisions.

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Investment Management

Investing is not a one-size-fits-all approach. We work to help clients understand the markets while creating investment portfolios that support each client’s unique financial goals.

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Retirement Plans

If you are a business owner, we have extensive experience and knowledge to help you assess, implement and monitor a Retirement Plan that is appropriate for your business.

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Our Process

Infographic: Our Process

Our Process

Throughout our financial planning process we aim to learn what is important to you and help you create a roadmap to achieve financial independence:

  1. Discovery Phase: At no cost or obligation to you – we get to know you and gain a better understanding of your financial and life goals, and you get to know us, our work product, and begin to build trust with our team.
  2. Project Phase: Designed to educate you on the financial issues specific to your situation, with personalized feedback that addresses the areas you are most concerned about.
  3. Ongoing Management Phase: After we have done the heavy lifting of getting your financial world in order, we are there for you regardless of the planning issue – giving our clients peace of mind as they pursue their goals and dreams.

Noteworthy

FJY Recent Blog Post

Taking the Long View

Events of the last several days have left many concerned about the state of the market. But like many things…

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FJY In the News

Laurie Belew Named to Investment Advisor’s 25 Most Influential People

“The New Influencers,” Investment Advisor’s 14th annual list of the most influential financial advisors in the industry just hit the…

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