We Strive to Provide
Freedom from financial worry
by protecting our client's money
Secure asset management driven by
secure investments.
Intelligent Investing
The Smart Way to Protect Your Assets
Risk management solutions for
for your retirement plan.
Asset Protection Firm, Financial Asset and Wealth Management Consultant
J&S Partners
Protecting your Assets
is the key to success
J&S Partners, Inc is an independent financial planning and asset protection firm founded to assist our clients in Texas and Minnesota in every aspect of their financial lives.
Our passion lies in helping each individual client achieve their financial dreams. For each of our clients, we strive to help create financial stability and security to provide financial independence. We provide the most personal service available, thus earning a reputation for excellence in our industry.
Asset Management
Asset management is challenging even for successful people. Effective asset management involves two important components: managing your investments and preserving your wealth. At J&S Partners, our financial asset management and wealth management consultants in Texas and Minnesota create financial solutions and provide extraordinary personal service no matter what your profile as an investor may be.
Asset Protection
Our primary focus is the protection of that nest egg you worked so hard to build. Whether you’re looking for growth, income, or a combination of both, we can develop a financial strategy designed to make it easier for you to retire successfully. We are one of the best retirement planning companies to help you protect your assets.
Financial Education
Our company is based on the principle that education and understanding your current financial situation are vital to successfully making prudent decisions concerning your future financial condition and bringing clarity.
Financial Guidance
Our staff consists of experienced professionals with a “hands on” approach to financial guidance and wealth management. Not only will you find our team members knowledgeable, but our staff truly cares about helping you make your dreams a reality.
WHY CHOOSE US
Core Values Here at
J&S Partners
We believe in helping and educating every day individuals and families with risk management solutions for your retirement.
Accurate Guidance
Skilled professionals are always ready to provide reliable services to our clients!
Experienced Team Members
Our team has successfully served clients in risk management for over two decades.
Quality Portfolio Management
Our financial asset management professionals focus on low-risk wealth management that preserves asset allocations in our client's portfolios.
Our Dedicated Team
J&S Partners was founded by Joe Koessl and his son, Steve Koessl, in 2001 with the sole purpose of helping individuals and families plan for their retirement and financial planning needs. Joe has a successful history in the financial services industry since 1970.
Joe Koessl
Founder
Joe Koessl
Founder
Stephen Koessl
CEO
Stephen Koessl
CEO
Natali Bohm
Relationship Associate
Natali Bohm
Relationship Associate
We Serve the
Hard Working Americans
That Want to Preserve Their Wealth
Schedule a Free Consultation
We don't nickel and dime. We want you to be comfortable and confident in your decisions. Schedule a free 1-on-1 with our asset protection specialists and we will get to know each other.
Resources & Latest News
We want to provide education and resources to all of our clients and even those who are not our clients. Here are some helpful resources about wealth management, tax planning, retirement & more.
Did you know that in two decades from now, more than one
Asset protection concentrates on protecting and preserving property from seizure by predators,
As with virtually all financial matters, the easiest way to be successful
We’ve all heard about the importance of having life insurance, but is
By taking steps in advance, you have a greater say in how these questions
One of the most attractive features of an annuity is its tax-deferred
A simplified employee pension plan (SEP) is a deferred-compensation arrangement that is