Financial Solutions - J&S Partners

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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 that 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, we can develop a financial strategy that is designed to make it easier for you to retire successfully and to 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, we focus on helping individuals and families review their retirement portfolios to make sure that 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 and much more). Get the peace of mind you deserve to ensure that 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.

Retirement Planning Consultant Minnesota
Initial Consultation
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. We help with providing 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 and ensure that you are able to leave a legacy.

Asset Protection Strategies Minnesota

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.