How will working with JG&A benefit me?
Our team of qualified professionals can provide an objective view of your financial situation and help frame out what steps are needed to help achieve or maintain financial independence.
Who do your typically work with?
We work with a diverse group of more than 400 families that have various backgrounds, circumstances, and financial goals. Our team does some of our best work with:
- Professionals over age of 50 who would like to know if they can retire while being able to maintain their current lifestyle. We help illustrate specific actions to take now to better prepare them for their target retirement age.
- Diligent savers who have accumulated investment and retirement assets of $250,000 or more.
- People who recognize the value of expert guidance in pursuing a comfortable retirement and legacy.
How often can I expect to meet with my advisor?
Through our various software suites, clients have access to their accounts 24/7 to track their financial goals and view account values. We normally meet with clients annually. Those meetings can be in-person, via Zoom or by telephone. Clients are always welcome to reach out to our team via email and telephone if they have questions, concerns, or need to complete a financial transaction. We will always do our best to help in any way we can.
How are fees calculated?
Our continued success depends entirely upon the quality of our advice and service. Wealth Management is more than simply investment management and as such, we charge differently depending on the services offered.
In most cases, clients pay an advisory fee on the assets that we actively manage. Click Here to view our advisory fee schedule and account minimums.
There are scenarios where individuals have a specific need and would like to utilize our One-Time Service Model
Do you work with our accountant and attorney?
Yes! In fact, we strongly advise that we work together as a team on your behalf. Allowing us to speak with your existing professionals ensured you receive comprehensive holistic advice with all aspects of your planning.
If you don’t have a relationship with an accountant or attorney, we are happy to introduce you to a few trusted professionals.
How do I get started?
If you feel you are ready to talk to one of our financial advisors, please call our office at 480-998-4653 and speak to Ida Chaidez.
Ida Chaidez will work with you to schedule a brief phone conversation to help us understand your current situation and objectives. She will also email you a link to our Start Your Discovery questionnaire which helps us frame out your financial picture.