Broker Check
<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.

Learn more
Retirement Income and Giving

Retirement Income and Giving

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

Learn more
Amplify

Amplify

Your Immediate and Sustainable Giving Strategy.

Learn more

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. 

Learn more

Helpful Content

<p>Self-Employed Retirement Plans</p>

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More
<p>Getting a Head Start on College Savings</p>

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
Learn More
<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More
<p>Buying Auto Insurance For Teen Drivers</p>

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
Learn More

Have a Question

Thank you!
Oops!