Clients who choose to work with JV Financial Group are entrusting our team to help them manage their overall affairs.  With this in mind, we recognize how crucial it is for us to develop solid, lasting relationships with our clients and their other professional advisors. 

The Joint Venture Process is a comprehensive, well-rounded approach that includes the following services: 

1. Investment Portfolio Management
   
   • We develop diversified, customized portfolios that are specific to each client's personal situation and values. Our portfolio management practices are founded on guiding our clients through an ongoing, long term, team oriented methodology that will help them achieve their objectives.
     
     
2. Estate Planning
   

   • Our clients typically work hard over their lives to create a sizeable estate for their dependents and the charitable organizations that they support.  Effective estate planning allows our clients to maximize their estates and to ensure that assets are transferred as efficiently as possible to the intended beneficiaries. 
     
     

3. Tax Planning
   • JV's tax strategies allow our clients to efficiently manage their overall tax positions, minimize their tax burdens, and simplify their financial lives. All tax planning is designed and implemented in conjunction with our clients' other professional advisors.
     
     
4. Retirement Planning
   • We help our clients to find answers to the tough questions, focusing on personal goals and values and removing as much of the guesswork as possible from the equation.  A comprehensive retirement plan provides our clients with confidence and peace of mind moving toward and through retirement.   
     
     
5. Risk Management (Life & Disability Insurance)
   • Loss of life, loss of income, and major interruptions to your existing financial plan are occurrences that few of us like to consider. We work with our clients to develop a comprehensive long term strategy to minimize the negative effects of these occurrences and protect their families. Our clients are financially prepared for the unexpected. 
     
     
6. Business Succession
   • JV Financial Group specializes in working with business owners and self employed professionals. Unfortunately, many owners wait until it is too late to develop a plan that would allow for a smooth transition out of their business and into retirement. Working with our network of trusted advisors enables our clients to develop a solid succession plan that helps them to plan for the successful continuation of their business or professional practice.
     

Learn about the four stages of the JV Process, or contact one of our professionals to discuss.