Because life doesn't follow a straight line, Financial Planning can meet your evolving needs. As you mature in business, needs may change, Schedule a meeting to see if a financial plan is appropiate for your business.
LLife fe Insurance
Business Planning
Provide six basic elements of your financial life:
1) Tax Planning
2) Insurance Planning
3) Retirement Planning
4) Financial Planning
5) Education Planning
6) Estate/Succession Planning
Explore how our services are a valued part of your Business. Let us personalize a plan for your business/family needs.
Call 713-670-9888 to see if we can help
Home & Auto
Plan Building Process
Review current plan:
Compare your business to your industry:
Provide decision making information:
Make recommendations:
Annual Reviews:
Small Business
Why PLan?
Your Plan: Identifes the financial health of your business and ways to improve it to meet your goals.
Sucess in business builds around a PLAN
Planning builds a roadmap to your financial destination
Your next step
Request an Appointment 713-357-9112
JI Financial Services, LLC 4823 Stonebridge St Baytown, TX77521 ph: 713-357-9112 fax: 713-357-9115 services@jreex1.com