We know that clients approaching financial independence have a unique set of needs and are looking for an appropriate balance between various financial goals. If you have established yourself in your career while successfully building a nest egg to protect, we can help! You are an expert in your own right, but financial planning may not be your specialty. We will work with you to explore the possibilities and develop a plan to support you in reaching your goals. Look to FJY Financial to coordinate your team of professionals and help ensure that you are well positioned to take that next step – wherever it may lead you. Call us for guidance related to questions such as:
At FJY Financial, we want to be your first call when life happens; let us be here for you!
We know that building a solid financial foundation early is key to achieving financial freedom. If you are a young professional and feel like it is time to develop a strategy for your finances, we can help! We will work with you to understand your current situation, create a plan for achieving your goals, and put your savings on a path to growth, all while ensuring you have protected your family – just in case. When finances start getting more complicated, call us for guidance related to questions such as:
At FJY Financial, we want to invest in future generations, so let us grow with you, and we will be here for you as life happens!
We know a solid retirement plan is an essential part of company benefits. In fact, 401k plans rank in the top 5 requested benefits by prospective employees, according to a recent Glassdoor survey. If you are a business owner or manager who is willing to invest in your employees’ futures, we can help! Our retirement plan specialists will work with you to create a best in class retirement plan, uniquely designed to suit your needs and maximize employee’s retirement outcome. Call us for help with the following:
At FJY Financial, we understand the needs of your business are constantly evolving. We want to help business owners create an attractive benefit to help employees achieve financial freedom, while minimizing the risk to you and your business. Let us be here for you.
We believe every client has a story. Our job is to help uncover what is important to you and assist you in exploring ways to make it possible. We work to keep clients engaged in the financial planning process, and provide them with the confidence that we are always here, serving their best interest.
Our team has over 100 years of collective experience, and has gone the extra mile to attain certifications, such as the Certified Financial PlannerTM designation. We have offices in Reston, VA and Midland, TX, and have built successful relationships with clients across the country, facilitated by our leading edge technology.
As a parent, you have one of the most important jobs in the world – raising and encouraging the next generation. Some parents, however, may find that they’re sandwiched between...