About Us

Jett & Associates has experience in many areas of money management, investments, financial planning, wealth management, insurance, tax management strategies, estate and legacy planning strategies for you, your family, and your business.

Our team of advisors includes several areas of focus. We believe in delegating complex areas to an authority within our group to head-up the process and then review the strategy prior to implementation by the team. We also work with knowledgeable advisors that include tax and legal professionals to assist with the multifaceted areas of a client’s financial life.

We are expanding our offerings and capabilities through education, people, and technology. Each year, our entire team is required to complete continuing education for compliance and industry registration. We also take it upon ourselves to formally educate through research, seminars, and class work to develop within the profession. As the needs of our clients grow, so does our network of professionals and internal staff to better serve our clients. Our technology platform integrates a client experience on-line and in the office that year after year earns industry accolades.

 

About Us

Jett & Associates has experience in many areas of money management, investments, financial planning, wealth management, insurance, tax management strategies, estate and legacy planning strategies for you, your family, and your business.

Our team of advisors includes several areas of focus. We believe in delegating complex areas to an authority within our group to head-up the process and then review the strategy prior to implementation by the team. We also work with knowledgeable advisors that include tax and legal professionals to assist with the multifaceted areas of a client’s financial life.

We are expanding our offerings and capabilities through education, people, and technology. Each year, our entire team is required to complete continuing education for compliance and industry registration. We also take it upon ourselves to formally educate through research, seminars, and class work to develop within the profession. As the needs of our clients grow, so does our network of professionals and internal staff to better serve our clients. Our technology platform integrates a client experience on-line and in the office that year after year earns industry accolades.

 

Our Values

As financial advisors our mission is to help you plan for the financial future you envision for yourself and your family. Our practice works with you to create a plan to help simplify your overall financial picture. Our team uses the latest technology to provide each client with a sophisticated wealth management program, placing an emphasis on risk management while striving to set ourselves apart from the competition. The goal of this system is to provide you with the knowledge needed to navigate through the “new-normal” economy and help prepare for the certainty of the uncertainty in life.  We inform our clients on their financial planning and investment options for issues that matter most while adhering to high ethics and integrity.

Investment Consulting Process

Step 1: Understanding your goals and expectations

One of the keys to creating an investment portfolio is to clearly define your objectives, your financial needs, and your tolerance for risk. Whether it is retirement, education, or another purpose, by defining both your short and long term goals, we can work to identify where you stand today and where you want to be in the future.

Step 2: Developing a customized investment strategy and profile

Using the information gathered regarding your personal situation and goals, we will develop an investment strategy that will provide us with guidelines for a strategic asset allocation model which directs our investment recommendations.

Step 3: Analyzing and recommending investment alternatives

We conduct thorough research into investment vehicles and make recommendations on options suited for your particular situation using our experience and knowledge of world events and how they relate to history and the markets.

Step 4: Tracking your progress

We know the key to any effective plan is to thoroughly implement and track the progress of that plan. We conduct regular meetings with our clients to track performance and determine if any adjustments are necessary should life circumstances change or you decide to pursue new goals.

 

Our Values

As financial advisors our mission is to help you plan for the financial future you envision for yourself and your family. Our practice works with you to create a plan to help simplify your overall financial picture. Our team uses the latest technology to provide each client with a sophisticated wealth management program, placing an emphasis on risk management while striving to set ourselves apart from the competition. The goal of this system is to provide you with the knowledge needed to navigate through the “new-normal” economy and help prepare for the certainty of the uncertainty in life.  We inform our clients on their financial planning and investment options for issues that matter most while adhering to high ethics and integrity.

Investment Consulting Process

Step 1: Understanding your goals and expectations

One of the keys to creating an investment portfolio is to clearly define your objectives, your financial needs, and your tolerance for risk. Whether it is retirement, education, or another purpose, by defining both your short and long term goals, we can work to identify where you stand today and where you want to be in the future.

Step 2: Developing a customized investment strategy and profile

Using the information gathered regarding your personal situation and goals, we will develop an investment strategy that will provide us with guidelines for a strategic asset allocation model which directs our investment recommendations.

Step 3: Analyzing and recommending investment alternatives

We conduct thorough research into investment vehicles and make recommendations on options suited for your particular situation using our experience and knowledge of world events and how they relate to history and the markets.

Step 4: Tracking your progress

We know the key to any effective plan is to thoroughly implement and track the progress of that plan. We conduct regular meetings with our clients to track performance and determine if any adjustments are necessary should life circumstances change or you decide to pursue new goals.