Jan Attard-J. Oliver Maxwell, LLC Information

Financial Advisor/ Financial Planner/ Collaboration/ Job Empowerment/ Confidential Fiduciary / Financial Literacy/ Real Estate Investing/ Life Coach From the creation of an "Asset Map", to the development of a unique Financial Plan, based on your history of money management, risk tolerance and time line, our goal is to empower you to feel confident about your financial future to gain sight of retirement and generational wealth transfer. Whether accumulation of wealth phase, elimination of debt phase, retirement planning phase, insurance and risk management phase, on the path to achieve financial independence, every moment is precious, each step in the planning process is precious. My focus, passion, and commitment is to promote financial literacy fostering financial independence, social justice, and equality allowing the visualization of long-term safe investment strategies for all clients. I have a monthly blog post to share information about financial fitness and financial independence. I conduct one on one virtual zoom meetings as confidential investment management sessions. The sessions are tiered and based on client readiness and involvement. We start with understanding you. We care about you. I am proud to build professional relationships with Linked in members; Physicians, Nurses, Attorneys, Realtors, Winery Associations, Business Leaders, and the Fine Arts. I give back to the community, volunteer for CASA, The Wheelchair Foundation, SF Ballet, and The Blackhawk Museum. I am a Mediator for the City of Lake, Lake County, Ca. I promote women and children's causes. I volunteer for the George Mark's Children's House.