Wealth Is a Choice
Follow Productive Principles and Then Enjoy the Journey.
FAQs for your first meeting
“What does this cost?” → Nothing. Your meeting is free.
“Do I need to prepare?” → Just bring yourself, any questions, and a statement if you’d like us to review a specific account.
“What will the meeting cover” → We’ll learn more about your specific financial situation and cover what services can help you the most.
“What if I can’t find a time on your calendar?” → If you can’t find a time just reach out to us via phone or email and we’ll find a time that suits you.
Financial Planning
Identify where you are, where you want to be, and how to get there.
Comprehensive review at the beginning of each year
Unlimited access to meetings
Consolidate your financial accounts to a centralized viewing location
Run detailed reports in an instant
Asset Management
Create and store your wealth.
Logical approach to balancing risk and opportunity
Regular analysis and calculated modifications
Investment decisions rooted in facts not headlines
Speaking & Group Education
Sharing decades of financial experience.
Popular topics include the Roth paradigm shift and why the rich get richer and how you can too
Relatable analogies to help an audience understand the principles behind money
Covers key concepts from Wealth is a Choice
Our Promise
We understand the common obstacles and opportunities people encounter when managing personal finances. Throughout, the principles to building wealth remain constant and true. We partner with our clients and apply our considerable experience to help you maximize efforts and accumulate wealth.
Buy things that make you money.
Pretty basic idea, but extremely powerful. Buying things that make you money is one of the three primary principles to growing wealth that we follow at JPStudinger Group. It’s straightforward, simple, and when you implement this principle, it could change your life.