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How we will work together to develop

Your Tailored Financial Plan

Getting Started

A detailed process of what a new client or prospect can expect when getting starting with JG&A.



Schedule Your Complimentary Financial Review

Please call our office at (480) 998-4653 and our team will find a convenient time for us to meet.

We currently are conducting all appointments via Zoom.

Click here to review account minimums and cost of our services.

Click here to see what to prepare for the financial consultation.



Complimentary Financial Review (1st Meeting)
  • Introduction of JG&A and the services we provide.
  • Discuss your dream retirement scenario.
    - At what age do you want to retire?
    - How much money do think you want to spend per month in today’s dollars?
  • Evaluate existing assets and liabilities.
  • Conduct a risk tolerance questionnaire.
  • Answer your financial questions.



A Retirement Road Map with Tailored Strategies (2nd Meeting)
  • Our team will internalize your financial data, tax returns, risk tolerance and design a Retirement Road Map that utilizes tailored investment strategies managed by Jacob Gold, our Chief Investment Officer.
  • We prepare and populate all the necessary forms to facilitate a working relationship.



Nurture a Long-Lasting Relationship (on-going)
  • Our white glove customer service is always ready to serve you. We welcome you to reach out to us anytime with a question, concern, or request.
  • We will agree upon the number of times we will meet in-person per year to review your Retirement Road Map. (currently via Zoom)
  • You will be invited to educational events that JG&A hosts throughout the year.

Does That Sound Like a Plan?

Schedule a Time To Talk

Contact Us