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<a href="https://www.jtfinancialgroup.com/retirement-planning-wealth-management">Working Towards Retirement</a>

Working Towards Retirement

We realize that one firm cannot be all things to all people without suffering from mediocrity across the board. That is why we specialize in just two areas (and still do not get enough sleep). Comprehensive retirement planning and wealth management.

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Retirement Income and Giving

Retirement Income and Giving

You worked hard for your money.  Let’s make sure your money works hard for you.

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401(k) Resources

401(k) Resources

Whether you are an employee looking for advice on how to best manage your 401(k) or an employer looking for 401(k) plan solutions we can help.

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Help us Help you…

We want to give you personalized advice.  We want to give you the absolute best guidance on your investments.  We are here to help and want to help…

Meet Josh

Josh started in the financial industry as an intern for New York Life during his sophomore year in college.  Graduating in 2000 from Moravian College with a degree in Business Management, he quickly opened up his own office. Josh realized that a fee-based Fiduciary approach was best for his clients and would allow him to build the type of firm that would create value for everyone involved. 

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Helpful Content

<p>Understanding the SECURE Act</p>

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
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<p>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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<p>How to Read Your Credit Report</p>

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.
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<p>Long-Term-Care Protection Strategies</p>

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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