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Financial Planning

FJY Financial helps clients make and implement smart financial planning decisions that align with their goals and values. Our approach deploys the latest tools, our decades of experience, the profession’s best practices, and the expertise of allied professionals.

Our expertise lies in the following financial planning cornerstones:

Mortar Board (blue) - financial planning

Education Planning

Includes the development of strategies to add to, invest, and withdraw from college savings.

Money Cogs (blue) - Financial Planning

Cash Flow Planning

Includes the tracking and monitoring of sources and uses of cash during employment and after retirement.

Money Envelope - Financial Planning

Income Tax Planning

Includes tax minimization strategies, gifting and philanthropy, and Alternative Minimum Tax (AMT) issues.

Coin Hand - Financial Planning

Retirement Planning

Includes a custom roadmap to financial independence.

Umbrella - insurance planning and risk management

Insurance Planning and Risk Management

Includes needs analyses and recommendations relating to property, liability, life, disability, and long term care insurance.

House - estate planning

Estate Planning

Includes gifting strategies, incapacity planning, and the distribution of property at death, minimizing expenses and taxes.