Jett & Associates and Upstream Advantage

Our client experience is centered on delivering personal, high-quality advice through the financial planning process—the hallmark of our consumer value proposition and our key differentiator. Through a comprehensive financial planning approach and financial advice, we can make a significant impact on people’s lives by helping them feel prepared about their financial future.

Our Money Management Approach
Risk analysis based on your needs
Building a model that is constantly monitored tracked and actively modified
If suitable, weighting approximately 10% of investment portfolio in a defensive strategy
Long term technical indicators to switch to a defensive position on your standard model
Short term multi-month technical indicators for a hub and spoke investment model, if appropriate

Financial Fundamentals

  • Net Worth Statement
  • Cash Flow Statement
  • Insurance Inventory
  • Estate Planning Inventory

Complex Goals

  • Retirement Planning
  • Retirement Income Strategy
  • Estate Planning Strategies
  • Other (Small Business, etc.)

Complex Financial Planing

  • Divorce
  • Small Business Owner
  • Estate and Tax Planning Strategies
  • Special Needs Dependents

Asset Allocation Management

  • Model Portfolio
  • Rebalancing
  • Employer Plan Advice

* Asset allocation does not guarantee a profit or ensure against losses; a method used to manage risk 

Basic Insurance Analysis

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Basic Life Goals

  • Education Planning
  • Major Purchase