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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

Risk Tolerance: What&#8217;s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
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