Where are you?

Where are you financially? Wherever you are I am here to help!

Planning for retirement is difficult. But I can help.  I educate clients about the three phases of planning. 

1. Accumulation Phase  - Growing your wealth
2. Preservation Phase - Protecting your wealth
3. Distribution Phase -  Enjoying your wealth

Each phase plays a key role in life.  I will help you identify life changing needs and adjust your financial plan accordingly.  I always remember this is your money and your decision.

Are you and J. S. Wealth Advisors a good financial fit?

Take a few minutes to review these questions and then schedule a time for us to chat.

• Have you set any financial goals?
• Are you happy with your current financial advisor but want a 2^nd opinion?
• Are you too embarrassed to ask?
• Are you not sure where you are financially?
• Do numbers just stress you out?
• Do you understand investments?
• Do you know what the stock market is?
• Do you understand what you are invested in?
• Do you understand your investment statement?

Thank you for considering me. 

J. S. Wealth Advisors….It’s All About You!

^{Heading photo by Dayton Ohio Photos}