No matter where you are in life—just starting out, in your peak earning years, nearing retirement, or contemplating your legacy—we are here for you.
When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
A Plan Built to Connect Your Goals to Your Wealth
Goals-Based Financial Planning
At its core, goals-based financial planning is about what you want your assets to do for you. This approach can simplify your financial life—looking at your goals and priorities, then connecting them to actions you may take that can have a positive impact on your financial future. It provides a customized approach to your finances, by understanding your needs and goals, and aligning your investment strategies to help meet those goals.
Our Process
Continually Connecting Your Life and Finances
The financial planning process should adapt to you, not the other way around. We begin by sitting down and listening—to learn more about your goals and dreams, your challenges and concerns, and your financial attitudes, behaviors, and current financial situation.
Career and family changes, windfalls or unexpected expenses, economic events, and health issues may all necessitate modifying and updating your plans and your investments over time. We periodically review your goals and circumstances, so your investments and other financial decisions can adapt to your changing reality and keep you on track.
Connection Points
There’s more to managing wealth than just investments. Let us help connect your life and goals by implementing strategies and solutions that align with your unique needs and preferences.
- Investing
- Asset Protection
- Education Funding
- Retirement Planning
- Cash Flow, Budgeting & Lending
- Business Planning
- Estate Planning
- Philanthropic Giving
Connecting You with the Resources You Need
We are always available to discuss any needs or concerns and explore strategies that will help you and your family move closer to your goals. And, whenever the need arises, they can connect you with a seasoned team of specialists to help address a wide range of wealth goals or challenges.
These resources include:
- Financial Planners
- Estate Planners
- Retirement Plan Specialists
- Investment Solutions Consultants
- Client Portfolio Specialists
- Market Strategists and Analysts
Solutions for Your Business
- Corporate Retirement Plans
- Investment Banking Services
- Financial Planning for Businesses
Digital Solutions to Simplify Your Life and Finances
Janney offers 24/7, convenient, secure access to all of your account information and more, through our Online Access client portal—www.myjanney.com—and mobile app.
