Broker Check

Our suite of services includes fiduciary advisory and investment planning. We also work with our clients to strategize and optimize their asset portfolios.

Skilled Fiduciary

At JCN you will find that we are a skilled fiduciary establishment.

Advisor and Investor

We provide the elements our clients need through advisory and investment planning.

Tax Planning and Reduction

We guide our clients in clearly recognizing the tax traps imposed and understanding how to navigate them, through tax planning and reduction.

Strategic and Tactical Management

JCN understands how to overcome obstacles associated with financial planning, and we guide our clients through the strategic insights and implementation of their plans.

Retirement Planning

We educate our clients on clear retirement planning and more…

Retirement Planning
Traditional IRA, Roth IRA, 401 (k)


Qualified
Traditional IRA, Roth IRA, 401 (k), Pension Plan403(b), TSA SEP IRA KEOGH, 501(c) 3


Non-Qualified
Individual (Brokerage Account), Tenants in Common (Joint Account),
Joint Tenants with Rights of Survivorship (n/a in state of LA)

Distribution/Sequence

We explain the distribution order planning and why sequence of return is important for your retirement planning.

Financial Education

The JCN team provides Monthly Financial Education Sessions on topics such as:

  • Understanding the Market
  • What’s RMD?
  • Risk Management
  • Strategic Management
  • Minimize Risk
  • Control

If you are interested in learning more about JCN Financial or want to join one of our monthly sessions, please contact us by clicking the button below.

Contact Us

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@jcnfinancial.com 225-755-0488