HOME | ABOUT US | DISCLOSURE / PRIVACY POLICY | CONTACT US  
 
 
 
 
  financetagline
 
 
Download PDF Brochure
 
Frequently Asked     Questions
 

Whether you are just starting out or are retired, sound financial decision making can be the key to a secure financial future. Navigating the complex financial world is something you don’t have to do alone.

At JJ Investment Company, you can work with a Registered Financial Consultant (RFC) who can help you with all aspects of your money—beyond saving and investing. An RFC can provide objective financial advice, help define goals and put plans in place to help you reach them.

In addition, JJ Investment Company is a Registered Investment Advisor (RIA) and works solely on a fee- only, as needed basis (commission free). That means when you work with JJ Investment Company, you receive comprehensive investment advice where your interest comes first. Low cost investment funds including the funds of Dimensional Fund Advisors (DFA) are an essential component of JJ Investment Company’s financial strategy.

WHY YOU CAN USE OUR HELP:
You need to know what you can spend and save now.
As you progress in life your financial priorities change.
The financial world is increasingly complex.

WHAT WE CAN DO TO HELP YOU:
Analyze your current cash flow, spending habits and budget.
Review and make recommendations for your insurance needs
Conduct a retirement needs analysis and provide a written retirement plan.

HOW WE DO THIS
Review and analyze all aspects of your financial situation from credit card bills to tax returns to your benefits.
Set up budget and money management systems.
Examine your attitudes with money and work with you to create a plan that works for you .
 
 
©2008 jj investment company      631-704-3586     CONTACT US AT info@jjinvestment.com