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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>Retiring the 4% Rule</p>

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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<p>When Markets React</p>

When Markets React

When markets shift, experienced investors stick to their strategy.
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<p>Once Upon a Goal</p>

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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