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
