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. 

JASi Financial is what is known as a “Fee Only” financial services firm.  That means our only sources of revenue are directly from clients. We do not receive commissions.  We do not pay commissions. No commissions. Period! As a fee-only firm, we don’t get paid by outside vendors so we have no conflict of interest in our advice.  Furthermore, we clearly disclose and gladly discuss our fees with our clients.