LJI's Role in Your Planning

As your Financial Planner, we see our role as essentially the ‘Quarterback’ amongst the Financial Professionals you utilize. While there are many aspects of the Planning process that we provide in house, we also work closely with Estate Planning Attorneys, CPAs, Long-Term Care Experts, and other Professionals to ensure your needs are met. A Comprehensive Plan takes coordination, communication, and the commitment to tie it all together in a way you can understand. We take ownership in making sure that happens.