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As your investment consultant, we analyze your current financial status and helps you set reasonable, achievable financial goals. J&P Investment can address a broad array of questions competently. We also make investment recommendations, provide objective advice, and help clients weigh the financial consequences of life decisions. We also help clients stay organized.

We have expertise in tax planningasset allocation, risk management, retirement planning, and estate planning in order to help our clients at all stages of life and in a variety of circumstances. In some cases a client will let J&P Investments consultants act as their fiduciaries, meaning that the client gives J&P investments consultants permission to make decisions on their behalf without consulting them for approval beforehand.

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