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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.

STEP

1

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 see what to prepare for the financial consultation.

STEP

2

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.

STEP

3

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.

STEP

4

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