By John Benedict and John Salomon, CPA, CFP®
It’s not an easy decision to find a professional you can trust to help you navigate your financial worries and hopes. Whatever it was that propelled you to consider asking for help, we want you to know that we at J2 Capital Management are your advocates. We put you first—always—and strive to guide you toward a strong financial future, tailoring our services to your unique needs.
But don’t just take our word for it. Recently we asked our clients to share their experience working with us. Here’s what they had to say.
Your Success Is Our Success
Many years ago when my wife and I began raising young children, we thought it was important to work with a financial professional who could advise us and help us plan for all the typical goals of a family. Budgeting, investing for special purposes, retirement, and college savings began to take on more importance, and we felt we needed a level of professional advice.
We have been associated with John Benedict for at least 10 years at different firms as he has honed his expertise and built a full-service advisory practice that acts in his clients’ interests rather than selling products on commission. We initially had bad experiences with advisors who sold us products based on their needs rather than ours and learned the value of independence in our advisors.
For many years, our most important goal was helping our retirement savings to grow in order to achieve financial independence in retirement, and J2 has always had this at the forefront of their services.
The addition of John Salomon to the practice has enabled the firm to expand its financial and tax planning capabilities beyond the field of investment advising. I have not found other firms that do the level of tax preparation and planning that J2 can offer along with investment and financial planning services, and this is highly important to me due to the increasing tax implications of managing our finances. — John
Someone to Carry the Burden
As I was approaching my 50s, approximately 20 years ago, I felt less comfortable managing my own retirement assets. While spending an increasing amount of time looking at them, I felt increasingly less confident in my decisions. It was at this point I decided to seek the help of a financial advisor.
After looking at two other possibilities, I selected John Benedict because I liked his long-range planning and analytical approach. He helped me consolidate most of my assets in one place and create a comprehensive plan, including tax strategy, that met my specific needs and took my risk comfort level into consideration.
I have recommended John to a few of my fellow retirees at my company as well as to my son and daughter-in-law. I always tell people John Benedict is knowledgeable and an analytical thinker. He has made it a point to be an expert in the business and stay ahead of the curve on volatile market conditions. When J2 added John Solomon as a partner, I benefited from even more strategic planning services, including tax strategy.
The most important benefit of working with John and his team is the comfort in knowing that I don’t have to worry anymore about whether I’ve made the right decisions regarding investments or whether I’ll be able to continue to enjoy retirement. We’ve set goals together—and have met them all. — Bob
Your Needs First
After a poor experience with a firm back in 2009, my wife, Loretta, and I began looking for a new financial manager. After a good friend suggested John Benedict (John B.), we attended one of his presentations and liked what we saw. About a year later, John Salomon (John S.) partnered with John B. and shared the same approach and customer orientation.
Leaving the previous firm that we felt was not acting as a fiduciary for our benefit, we decided to move our investments to John B., whose investment philosophy aligned with our somewhat conservative approach—a focus on capital conservation. John B. and John S. worked with us to set up our investments in line with our risk assessment and adjust as our needs evolved.
Perhaps more importantly, John B. and John S. impressed us as honest and trustworthy individuals that base their business on being advisors who act on the customers’ behalf in a fiduciary capacity.
When my wife passed in 2020, the J2 team helped me work through a number of issues, and through what has been and remains a difficult period in my family’s life, J2 has been there for us with kindness and compassion.
Because the benefits have been undeniable—peace of mind, plain and simple, along with asset protection and reasonable growth—I never hesitate to recommend J2 to friends. — Jim
Above & Beyond
My decision to partner with John Salomon wasn’t particularly strategic. I’d been referred to John concerning taxes, and when he mentioned his business also had a financial arm, the opportunity presented itself. I had some self-managed investments and felt there probably was a better way to obtain other perspectives as well as diversify how those investments were managed. I was also more comfortable with the fact that I would be working with a small company rather than a gigantic firm. However, probably the main reason for the partnership was the trust I had/have with John.
Working with John and his team has afforded me several benefits (in no particular order): 1. As they do this for a living and have a proven track record, I have the freedom to concentrate on other things. 2. They can mix and match different strategies that aren’t cookie-cutter, and some are actively managed. 3. J2’s highly experienced team can execute both investment strategy and tax strategy. 4. I know I can reach out to them at any time to have a conversation about my concerns, to discuss strategies, etc.
When I recommend John to others, I explain how they are a fiduciary shop, so there is a trust factor there. I believe it’s important that they tell you both the good and the bad, and admit there’s not always a perfect answer. Sometimes clients think this is a perfect science. If that were true, there’d be a lot more billionaires in the world! — Peter
Take the Next Step
Like any small business, we thrive on client testimonials. If you’d like to share your experience with J2 Capital Management—so more people who need our help can find us—please leave us a review on Google or Facebook. We’d greatly appreciate it!
I hope these reviews give you a more personal look at what it’s like to work with us. If you’re ready to learn more and see if our custom in-house services can make a difference in your life, schedule a meeting online or reach out to us at email@example.com or 248-641-4444.
About John Benedict
John Benedict is CEO, investment advisor representative, and portfolio manager at J2 Capital Management, a boutique financial advisory firm specializing in in-house custom financial planning, tax, estate, and investment management. With over 20 years of experience, John is passionate about helping clients navigate uncertain markets, reduce risk, and plan for a sound future. John combined his talents and passion in statistics and technical analysis to create J2’s tactical strategies, managing them since the beginning of the organization. He is known for being a visionary and continually looking for ways to improve J2’s services and strategies to better serve his clients. John graduated from Central Michigan University with a degree in business administration and finance, and his thoughts on markets and technical analysis have appeared in The Wall Street Journal, Investment News, and on Moneyshow.com. He was also a contributor to the book The StockTwits Edge: 40 Actionable Trade Set-Ups from Real Market Pros.
When he’s not working, you can find John boating or participating in water sports and spending time with his wife, Janine, and his three children, Jack, Alexis, and Saraphina. To learn more about John, connect with him on LinkedIn. You can also register for his latest webinar on What Makes J2 Capital Management Different From Other Financial Advisors.
About John Salomon
John Salomon is CFO and CCO at J2 Capital Management, a boutique financial advisory firm specializing in in-house custom financial planning, tax, estate, and investment management. John spent more than 20 years as a practicing CPA before earning the CERTIFIED FINANCIAL PLANNER™ certification and making a career pivot so he could offer more value to his clients. John specializes in providing advanced planning and tax strategies and helps clients manage risk so they can have confidence in their future. John is known for his commitment to building long-term relationships with his clients and loves getting to know them at a deeper level so he can provide personalized service that will make the most impact on their lives. John has a bachelor’s degree in accounting from Michigan State University.
When he’s not working, you can often find John on the golf course or spending time with his wife, Michele, and their three children, Emily, Nicholas, and Aidan. To learn more about John, connect with him on LinkedIn.