Our Services
Comprehensive financial solutions designed to protect, grow, and empower your future at every stage.
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.
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.
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.
Frequently Asked Questions
What services do you offer?
We provide risk planning, retirement strategies, employee benefits, and lending solutions tailored for individuals and businesses.
How do you customize plans?
Our experts analyze your unique financial situation to create integrated strategies that protect, grow, and empower your future.
Who can benefit from your services?
Individuals, families, and businesses seeking comprehensive financial solutions that combine protection, growth, employee value, and lending support.
What is your mission?
To empower clients to thrive through comprehensive financial strategies covering all key life and business stages.
How to get started?
Contact us for a consultation to discuss your goals and receive a personalized financial strategy.