Our suite of services includes fiduciary advisory and investment planning. We also work with our clients to strategize and optimize their asset portfolios.
At JCN you will find that we are a skilled fiduciary establishment.
We provide the elements our clients need through advisory and investment planning.
We guide our clients in clearly recognizing the tax traps imposed and understanding how to navigate them, through tax planning and reduction.
JCN understands how to overcome obstacles associated with financial planning, and we guide our clients through the strategic insights and implementation of their plans.
We educate our clients on clear retirement planning and more…
Retirement PlanningTraditional IRA, Roth IRA, 401 (k)
QualifiedTraditional IRA, Roth IRA, 401 (k), Pension Plan403(b), TSA SEP IRA KEOGH, 501(c) 3
Non-QualifiedIndividual (Brokerage Account), Tenants in Common (Joint Account), Joint Tenants with Rights of Survivorship (n/a in state of LA)
We explain the distribution order planning and why sequence of return is important for your retirement planning.
The JCN team provides Monthly Financial Education Sessions on topics such as:
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