Comprehensive Financial Solutions For Business Owners & Families

From protection to growth, benefits to lending—we provide the strategies and partnerships business owners need to thrive today and build lasting wealth for tomorrow.

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About Us

Empowering your financial future with comprehensive strategies for protection, growth, and lasting success.

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Our Services

Comprehensive financial solutions designed to protect, grow, and empower your future at every stage.

Risk & Insurance Planning

Life is full of unexpected turns, and protecting what matters most is the foundation of any sound financial strategy. Our insurance planning team helps clients prepare for the unknown by identifying risks and building strategies that protect family, business, and legacy. From life and disability insurance to long-term care and advanced risk management, we deliver solutions designed to provide peace of mind and financial security.

Beyond personal protection, we also serve the unique needs of business owners. Our offerings include commercial and business insurance, workers’ compensation coverage, and access to payroll and HR services through trusted strategic partners. With the right protection in place, our clients can move forward with confidence, knowing their future—and the people who matter most—are safeguarded.

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Retirement is not a destination—it’s a journey that requires careful preparation. For individuals, we create personalized plans that maximize retirement income, reduce taxes, and ensure long-term sustainability. For business owners, we design corporate retirement plans that not only provide financial security for owners but also serve as a powerful tool to attract, retain, and reward top talent. Whether it’s a 401(k), IRA, or advanced retirement strategy, our team ensures that each plan is aligned with long-term goals and delivers the financial freedom our clients deserve.

Employees are the foundation of every successful business. At JF Wealth Strategies, we help employers design and implement benefits programs that make a difference. From health and wellness benefits to retirement packages and customized perks, our solutions enhance company culture, boost loyalty, and create value for both employees and employers. A thoughtful benefits strategy can elevate an organization, and we partner with businesses to build programs that help teams feel supported, valued, and motivated.

Employee Benefits

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Corporate & Individual Retirement Planning

At JF Wealth Strategies, we’ve partnered with Capital Gurus, a premier capital solutions provider, to deliver tailored lending strategies for our clients. Founded in 2023, Capital Gurus specializes in helping businesses access the financing they need to grow, innovate, and succeed. Together, we offer entrepreneurs and business owners flexible, customized lending solutions that align seamlessly with their overall financial strategy.