JASi Financial Inc Information

JASi Financial is an independent, fee-only Registered Investment Advisor. We adhere to a fiduciary level of care; this means our client's interests are paramount in all situations. As a fee-only firm, we do not receive commissions; this limits potential conflicts of interest. If we feel the possibility of a potential conflict of interest, we are committed to full disclosure of the situation. We offer financial planning and wealth management for our clients. Our goal is to actively listen and understand your concerns, desires, fears, goals, and dreams; earn your trust; educate you; effectively communicate your options, and help you make well-informed decisions as you move towards achievement of your financial goals.