Like a winning team, a dynamic and effective financial plan is far more than the sum of its parts.
Sound financial planning extends well beyond a single discipline. At Janover, we believe in a “bird’s eye” approach that never loses sight of the big picture. Our team understands that each element of your financial plan must be effective not only individually but also as part of a greater whole. A seamlessly integrated plan is essential for protecting and building wealth, maximizing tax savings and preparing for eventual estate transfer or business succession.
Our experienced professionals have the expertise to recognize and anticipate problematic issues and to craft customized strategies and practical solutions. Most importantly, we are fully committed to building your trust by providing informed, objective and proactive guidance that delivers results.
Janover offers a full range of financial planning services with a special focus on:
- Tax planning – For you or your business, our astute CPAs find credits and minimize liability.
- Investment planning – We evaluate your portfolio for its diversification, investment correlation and overall impact on financial security.
- Insurance planning – Whether reviewing your life, health, disability or other insurance, we troubleshoot and ensure that you are adequately covered for any eventuality.
- Divorce planning – Working with your attorneys or mediators, we identify equitable asset splits and explain any related tax implications.
- Retirement planning – With fewer benefits now guaranteed by employers or the government, we create a retirement strategy that fills any gaps.
- Estate planning – We translate your wishes into plans that best protect the people and causes that are most important to you.
As your planning quarterback, Janover will call smart, clear and coordinated plays that keep you powering down the field toward your unique financial goal line.