Welcome to JFR Financial Services, Inc.
If you want to work for the rest of your life, that's your business. If you don't, that's ours!
For 40+ years we've been helping clients, churches and businesses plan for and achieve their financial goals. Our typical client looks to us for retirement planning, estate planning and tax planning/preparation. In addition, we help clients with a wide variety of financial services, advice and/or situations.
For those who want to manage their own accounts - we offer financial advice and planning by the hour. You are driving the boat and we act as a "lighthouse", offering guidance and support. Especially during rocky waters.
For those who want someone to manage their accounts - we build investment portfolios based on your risk tolerance and monitor them daily. We respond quickly to economic factors and market fluctuations. We act as the "navigator", driving the boat through smooth and rocky waters. You get to sit back and enjoy the view.
We welcome the opportunity to be of service.
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