Services

Jarvis Financial is a comprehensive financial planner; they provide clients with retirement income planning, major expense planning (i.e. college), tax minimization strategies, estate planning, risk management and investment allocations.   When we list these planning areas, we mean the following:

Equities Management:  Our policy is to make trades that are needed, customized to your accounts, to reduce needless expense and taxes.

Estate Planning:   Comprehensive estate planning is more than just writing a will - it should include tax strategies, estate distribution, protecting heirs, creating a legacy, etc. 

Investment Management:   Once a long term plan is in place, an investment portfolio that is best suited to achieving your long term goals is developed.

Issue Resolution:   In the unfortunate event of divorce or other life changing events, Matthew works with attorneys to determine ideal settlement options.

Long Term Care:   Chronic disabling illnesses in retirement (i.e. Alzheimer's) can destroy a family's finances.  While clients will ideally be financially prepared for such an event, when a crisis arises, we are available to provide assistance and decision support.

Retirement Income Planning:   A plan that takes a critical view of your retirement income needs should cover 30+ years.

Risk Management:   No retirement plan should be sunk by the icebergs of disability, death of a spouse, lawsuit, bear markets, illness of parents, problems with children, etc.  While not every risk can be hedged, decisions need to be made and plans put in place before they arise.

Tax Strategies:   A lifetime tax strategy that saves you taxes both now and in the future and should hedge the risk of future tax rate increases.

While we do not have the answer to all questions or the solution to every scenario, we often consult with a team of professionals that complement our expertise.