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Services designed to help you gain confidence with your money
Growing Family and Accumulation Years
Planning for the Multi-tasking Middle Years
Federal Employees, School District Employees
A Comprehensive Financial Plan that takes into consideration everything going on in your busy life
Targeted Financial Planning for Wealth Builders to Grow the Family Tree
An initial conversation online, by phone, or in-person to gather more information and define the relationship
A conversation to learn what is important to you and assess your current financial situation.
Analysis of your unique situation to develop strategies to help you pursue your goals and objectives.
Execution, monitoring and tracking of your plan based on recommended strategies
Contact me about your unique benefits systems and discounted services if you are working in one of these "Special Groups"
* Jay Ennis, Focus Financial and Royal Alliance Associates, Inc. are not government entities or government employees nor are they affiliated with any government entity.
Surprise! You’ve Got Money!
How to Retire Early
16 Wall Street Cliches in 60 Seconds
Do you want to get answers to the financial questions that will impact you but don't know where to start? Click on the link below to get a questionnaire. There are a number of topics and life events listed to help you narrow your focus with answers designed to help you gain confidence with your money.
There's no cost or obligation and you decide if you want to continue to receive information.
Download the file and open it so you can complete it and email it back.
In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.