Wealth Management Services

Financial Planning

- Education Planning
- Estate Planning
- Retirement Planning
- Risk Management
- Tax Planning
- Trust Services

Insurance

- Premium Finance Strategies
- Long Term Care Insurance
- Policy Acquisition
- Policy Audit
- Policy Valuation

Investing

- Asset Allocation
- Investment Policy Design
- Investment Strategies
- Manager Selection & Due Diligence
- Performance Reports
- Portfolio Risk Analysis

Employee Benefits

- 401(k) Fiduciary Consulting
- 401(k) Profit Sharing & Defined Benefit Plans
- Deferred Compensation Plans
- Executive Financial Plans
- Group Health, Dental, Disability, & Life
- Stock Option Strategies

Available to all clients for consultation, advice and services through JSC Advisors and complemented by our network of professional experts