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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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Amplify

Amplify

Your Immediate and Sustainable Giving Strategy.

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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>Social Security: The Elephant in the Room</p>

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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<p>Pullbacks, Corrections, and Bear Markets</p>

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
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<p>U.S. Personal Savings Rate</p>

U.S. Personal Savings Rate

What can be learned from the savings rate?
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<p>An Overview of Renter&#8217;s Insurance</p>

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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