Intelligent Investing
Get a professional
Investment Strategy
Whether you are looking for an experienced investment advisor to provide you with a successful risk-averse strategy, or if you already have a retirement strategy and want to have a professional review it to get a second opinion, J&S Partners has the expert advisors for you. Our strategies are designed to protect your investments, ensure they will last your entire lifetime, and are just a call away with our free initial consultation. Whether you’re looking for growth, income, or a combination of both, our retirement planning consultants in Texas and Minnesota can develop a financial strategy designed to make it easier for you to retire successfully and have additional returns on your investments.
Initial Consultation
Get a no-obligation 1-on-1 consultation with one of our investment experts and have a conversation about your goals, existing investments, possible strategies for additional returns and get a roadmap for a successful future.
Step-By-Step Road Map
After your initial consultation, we will develop a customized financial ‘road map', walking you through a step-by-step process that is designed to analyze every potential outcome and make you feel confident in your decisions.
RETIREMENT PLANNING
How long has it been since you had your
Retirement Portfolio Reviewed?
At J&S Partners, our retirement planning consultants in Texas and Minnesota focus on helping individuals and families review their retirement portfolios to ensure they're still relevant and are providing the best possible return. We give second opinions on annuities, estate plans, life insurance policies, and investments that may have been set up 10-20 years ago.
Initial Consultation
Get a no-obligation 1-on-1 consultation with one of our retirement advisors and have a conversation about your existing retirement plan (annuities, estate planning, life insurance policies, equities, alternative investment strategies, financial asset management, and much more). Get the peace of mind you deserve to ensure everything is set up correctly for generations to come.
Step-By-Step Road Map
After your initial consultation, we will develop a customized retirement ‘road map', walking you through a step-by-step process that is designed to analyze every potential outcome and make you feel confident in your decisions.
WE PARTNER WITH EVERY CLIENT
Advisement Through
Every Financial Decision & Investment
We aren't just a retirement planning firm. We are a proactive financial partner with our clients to provide strategic guidance in various financial "life streams.” We help guide you with money management selection, asset allocation, income generation, cash flow, taxes, tax management and mitigation, insurance, preparing for college, healthcare, retirement, estate planning, charity donations, preparing for taking care of loved ones, and most importantly, FREEDOM from worry and leaving a legacy.
Income Generation & Cash Flow
Together, we will determine exactly what revenue streams and cash flow you have, what possibilities there are for additional streams, and how to allocate that cash flow to generate more cash flow.
Money Management & Asset Allocation
Anyone can make money, but not everyone knows what to do with the money they make. With the rate of inflation, "saving" money is "losing money". We help you determine low-risk assets to invest in so that you're earning passive income that grows over time.
Tax Management & Tax Mitigation Strategies
Depending on if you're a W2 employee or a business owner, we can help you determine what tax strategies suit your desired lifestyle and retirement plan. Certain assets have better tax implications than others. The goal is to accumulate assets that appreciate in value over time and we can show you how.
Retirement Planning, Estate Management & Leaving a Legacy
Some folks create a retirement plan 30 years ahead of time. Some do not. Regardless of where you are with a strategic retirement plan, we can help you create or improve that strategy, implement asset protection strategies, and ensure that you can leave a legacy.
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.