J.R. Financial & Insurance Services

Our goal is to help you gain a strong understanding of your estate, what concerns potentially face you, and help determine what solutions you have available to fix and/or prevent problems in the future. We also offer personal tax preparation. Find out more about what we can do for you... Review First we will review your estate and get a broad picture of your current positioning and what is going on. This is the information gathering phase so that we may gather a full view of your current standings. Initial meeting reviews take anywhere between 5 to 30 minutes depending on how many different items there are in your estate and your current starting point. Organize Then we consider all of the details and information about your estate. We generate a comprehensive and easy to understand format for you and your heirs. In this stage we begin to help set your estate in order as you desire. We are able to help resolve issues with accounts and determine the status of certain accounts / real estate / assets. Plan In this stage we create a strategic plan for your estate. After it is organized, we begin to identify issues that have not yet been addressed. Some are known, and some of which you were previously unaware. We come up with solutions: whether they are lending, legal plans, or investment options. We also do a full analysis with regards to family decision planning around unique circumstances.