Grow Your Net Worth.
Our Services
Financial Planning
Our core service, and we believe the most powerful solution for financial independence, is financial planning through a process we call JPSmoney.
Financial Training
We believe in planning so much, that we designed a free Financial Training Plan for people to download and use on their own. Just like you train for a big race, now you have a guide and can train for the financial race of your life.
Asset Management
We manage money in fee-based investment accounts and also provide other investment and insurance solutions where needed.
Speaking & Education
Since James got into the business trying to better understand his own finances back in college, he firmly believes in financial education. James is a frequent guest on the news, keynote speaker, and public speaker for both adult and youth events.
How it starts.
Contact us.
It all starts with you. Send us an email, give us a call, or fill out a form. However you want, just reach out and share what you are interested in learning about your money. During our first meeting, phone or zoom call we’ll discuss your strategies and share ideas. There won’t be a charge for the consult and we’ll do our best to make sure you leave the conversation more enlightened than before.
Planning or just investing.
We are big believers in planning, and encourage everyone to know their numbers. You might hire us as financial consultants, download our free program, or are utilizing something else. We understand that some people don’t need to work with us in a planning capacity. Fear not, you are still able to tap into our time tested investment approach and portfolios.
Next steps.
If we go down the planning route, we’ll take a couple or three weeks to dig into all the details and develop a master plan before we discuss investment details. If we aren’t helping you with a plan, but are assisting you in asset management and investing, we’ll discuss your investment needs, goals for your money and any upcoming distribution needs. From that information we’ll be able to develop an investment strategy that works for you.
“Our primary goal is for people to understand and feel comfortable with how their money works. We drive net worth value and celebrate accomplishments with our clients.”
— James Studinger
Since the beginning, our focus has been on increasing personal net worth.
We understand what it takes to be financially independent and we work with our clients to help them achieve their optimal balance.