Welcome to JASi Financial
A fee-only Registered Investment Advisor offering a fiduciary level of service.
About Us
Financial Planning
Our financial planning services are designed to address things you worry about.
- Retirement
- Education
- House
- Special Needs
- Wedding
- Travel
These concerns generally peak during life events: marriage, divorce, birth, death, graduation, retirement, etc.
We urge you to take action now and let us help you with a financial plan that addresses your worries.
Wealth Management
After getting to know your goals and your risk tolerance, we utilize low-cost index and index-like funds, properly allocated, with meticulous diversification to build your portfolio.
We don't "time" the market, we don't chase the next hot stock or theory; we hold and rebalance to optimize long-term returns consistent with your risk profile.
Principles
JASi Financial was founded and continues to operate under the following principles:
We will provide a fiduciary level of service to our clients. As opposed to other financial professions who are subject to a “suitable” level of care (the advisor gives advice which is deemed “suitable” for a given client in a given situation); we have chosen to provide services in the best interest of our clients; a fiduciary level of care. There is a lot of debate now, and more to come, regarding the fiduciary v. suitability level of care. We feel that we are already on the best side of the debate.