Gen X/Gen Y
Investable Assets From $500,000
Who You Are:
- You want your financial picture simplified and all in one place
- Between your job and family there is limited time to meet multiple times a year with your advisor
- You have a passion for environmental and social causes
- You are the sandwich generation. You have unique financial concerns between taking care of kids and aging parents
What We Offer:
- J2 offers the technology to view and update your financial plan online, plus the ability to integrate all of your outside accounts into one place
- J2 offers tech-driven solutions that maximize time:
- Zoom meetings
- Schedule meetings online
- Live online chat
- Our own custom made client app
- Collaborate on your financial plan online
- Text Us: 248-965-0439
- Email Us: info@j2cmonline.com
- Our portfolio manager will customize a portfolio of socially responsible investment solutions and companies that meet Environmental, Social, Governance
- J2 will customize a financial plan to fit your unique life situation
Baby Boomers
INVESTABLE ASSETS FROM $1M
Who You Are:
- You value and trust a personal relationship with your financial advisor
- You seek comprehensive financial solutions all in one place/by one firm
- Your focus is on managing risk to protect your nest egg
What We Offer:
- Our Certified Financial Planners® have an innate ability to be empathetic and compassionate to your needs
- J2 is unique in financial services as we offer: financial, tax, and investment planning, providing a well-rounded view of all your financial needs
- J2 offers tech-driven solutions that maximize time:
- Zoom meetings
- Schedule meetings online
- Live online chat
- Our own custom made client app
- Collaborate on your financial plan online
- Text Us: 248-965-0439
- Email Us: info@j2cmonline.com
- J2 uses risk-managed investment strategies through our in-house portfolio manager, John Benedict
Independent RIA’s
Managing $10M+ in assets
What you get with other Investment Firms:
- You only get access to wholesalers for your client's investment solutions
- Limited to no support for your client meetings
- There is no personal commitment to helping you grow your business
- You have access to mostly canned pie chart allocations for your clients
What We Offer:
- We offer a dedicated portfolio manager and a research analysts that can help you explain the strategy behind the investments and provide expert-level answers to client questions
- Our portfolio management team will work with you on your key client accounts, supporting you in your most important client meetings
- At J2, we are in your shoes as an RIA and we are committed to helping you increase your sales through prospect and client calls and/or webinars
- We offer dynamically managed stock and ETF strategies designed to minimize market risk and help your clients sleep well no matter the market environment. As another value-added service to you, we can customize a portfolio specifically for your client