Our Services

J & J Financial offers financial planning products and services for businesses and individuals that address your full continuum of needs:
 

For businesses:

• employer-sponsored retirement plans
• employee and key employee retirement planning
• actuarial consulting (i.e. vetting insurance plans)
• life insurance products for employees
• business disability insurance products
• organizational succession planning
• risk management

For individuals and family:

• retirement plans for individuals
• inter-generational wealth transfers
• retirement plan rollovers
• college savings plans
• life insurance protection
• estate planning
• risk management