Fox, Joss & Yankee offers two basic types of services: Financial Planning and Investment Management, which are integrated to help our clients achieve their dreams and goals.
Financial Planning: Customized and Comprehensive
The CERTIFIED FINANCIAL PLANNER™ professionals at FJY use the financial planning process to help bring various parts of your financial life to order. By understanding the interactive nature of the various and complicated parts of their financial lives, clients of FJY make better informed decisions resulting in a greater probability of reaching their life goals.
Depending on your situation, the financial planning you require may include cash flow management, education planning, retirement planning, insurance planning and risk management, investment planning, income tax planning and estate planning. For business owners, we would also consider elements including employee/employer benefits planning.
Investment Management: Balance, Diversification and Discipline
As an extension of the financial planning process, FJY can manage some or all of your investments. We start by gaining an understanding of your attitude toward investment risk in order to identify an appropriate mix of investment assets. We will educate you regarding our approach to investing and tailor our advice to your situation. We manage your investments, including your 401k and other retirement accounts, including regular milestone meetings to review performance and discuss any necessary decisions.
FJY’s investment philosophy is based on four principles:
Fox, Joss & Yankee Services
Fox, Joss & Yankee offers two basic types of services: Financial Planning and Investment Management, which are integrated to help our clients achieve their dreams and goals.
Financial Planning: Customized and Comprehensive
The CERTIFIED FINANCIAL PLANNER™ professionals at FJY use the financial planning process to help bring various parts of your financial life to order. By understanding the interactive nature of the various and complicated parts of their financial lives, clients of FJY make better informed decisions resulting in a greater probability of reaching their life goals.
Depending on your situation, the financial planning you require may include cash flow management, education planning, retirement planning, insurance planning and risk management, investment planning, income tax planning and estate planning. For business owners, we would also consider elements including employee/employer benefits planning.
Read more about FJY Financial Planning.
Investment Management: Balance, Diversification and Discipline
As an extension of the financial planning process, FJY can manage some or all of your investments. We start by gaining an understanding of your attitude toward investment risk in order to identify an appropriate mix of investment assets. We will educate you regarding our approach to investing and tailor our advice to your situation. We manage your investments, including your 401k and other retirement accounts, including regular milestone meetings to review performance and discuss any necessary decisions.
FJY’s investment philosophy is based on four principles:
Read more about FJY Investment Management.