Our Services

IRA / 401k/ TSA Rollovers - Counseling and assistance with rollover decisions.  Integration of IRA accounts with your overall financial planning goals.

Fixed Income Planning - A conservative approach to provide a predictable stream of income through retirement.

Retirement Distribution Planning - Assessment of personal risk tolerance coupled with understanding of overall required income after retirement.

Comprehensive Financial Planning - Integration of all aspects of your personal financial plan, including retirement, education, insurance, and estate planning.

Institutional Planning - 403b plans and deferred compensation plans for highly compensated employees 

Business Planning - 401k / Profit sharing plans, business continuation planning, tax preference plans for business owners and highly compensated employees.

Estate Preservation/ Long Term Care Planning - Both pre-entry and post-entry nursing home planning, tax efficient delivery of estate assets to heirs and/or charities.

College Planning - 529 plans, Coverdale savings accounts, and custodial accounts to assist in saving for your children or grandchildren's higher education.

  

At J. Just Investments, we have the flexibility to incorporate the following into your own customized plan:

  • Brokerage accounts
  • Advisory accounts
  • Third-Party Money Management
  • Mutual Funds
  • ETF's
  • Stocks
  • Bonds
  • CD's
  • Variable Annuities
  • Fixed Annuities
  • Equity Indexed Annuities
  • Unit Investment Trust
  • Real Estate Investment Trust
  • Real Estate Exchanges (IRS Section 1031)
  • Oil and Gas Limited Partnerships
  • Life Insurance
  • Disabililty Income
  • Long Term Care Insurance
  • Medicare Supplement Insurace
  • Funeral/Estate Planning Trust