Asset Protection Firm, Financial Asset and Wealth Management Consultant
Protecting your Assets
is the key to success
J&S Partners, Inc is an independent financial planning firm, and was founded with the goal of assisting our clients 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 is challenging even for successful people. Effective asset management involves two important components: managing your investments and preserving your wealth. At J&S Partners, we create financial solutions, and provide extraordinary amount of personal service no matter what your profile as an investor may be.
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 that is designed to make it easier for you to retire successfully.
WHY CHOOSE US
Core Values Here at
We believe in helping and educating every day individuals and families with risk management solutions for your retirement.
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 since 1970 of being in the financial services industry.
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.