Financial Planning

At JVL Associates, we believe in the value of a comprehensive financial plan. However, rather than using a generic, software-driven planning process to generate pages and pages of planning “data,” we take a more personalized approach, working one-on-one with each client to gather and review information and data, and to carefully analyze and evaluate their current financial situation. From there, we use our knowledge and experience -- rather than a computer program -- to develop a customized financial planning strategy designed to meet your specific goals and objectives. We then present alternative courses of action, explain the risks and rewards of each alternative, help implement the agreed-upon strategies, and continuously monitor the ongoing results.

Clients turn to us for help in the following areas:

  • Cash Flow/Net Worth Analysis
  • Income Tax Planning
  • Insurance Planning
  • Retirement Planning
  • Charitable Giving Planning
  • Estate and Wealth Transfer Planning

Our goal is to remove the burden of financial management from our clients, allowing you to enjoy the life you wish to live knowing that your finances are being looked after on a daily basis by your team of experienced and dedicated professionals.

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P: 616-261-2800 | |
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