JPS Financial

At JPS Financial Planning, we are dedicated to providing personalized financial planning services to individuals, families, and businesses in Norfolk, MA, and surrounding areas. Our team of experienced financial professionals is committed to helping our clients achieve their financial goals and objectives, whether that means saving for retirement, paying for college, or simply achieving financial independence.

We understand that every client is unique, with their own set of goals, risk tolerance, and financial situation. That's why we take a holistic approach to financial planning, considering all aspects of our clients' financial lives, from investments and retirement planning to tax planning and estate planning. Our goal is to provide our clients with a comprehensive financial plan that is tailored to their individual needs and objectives.

Our Services

Our services are designed to help our clients achieve financial confidence and independence. We offer a wide range of services, including:

• Investments: We can help our clients develop a diversified investment portfolio that is aligned with their risk tolerance and financial goals.
• Retirement Planning: We can help our clients plan for a secure and comfortable retirement, whether that means saving for a specific goal or creating a sustainable income stream.
• Tax Planning: We can help our clients minimize their tax liability and maximize their after-tax returns.
• Estate Planning: We can help our clients protect their assets and ensure that their loved ones are taken care of after they're gone.
• College Funding: We can help our clients save for higher education expenses and develop a plan to make college more affordable.

Our Approach

At JPS Financial Planning, we are product agnostic, meaning we don't try to force our clients into a pre-set program or investment product. Instead, we take the time to understand their individual needs and goals, and develop a customized plan that is tailored to their unique situation. We believe in building long-term relationships with our clients, and we are committed to providing ongoing support and guidance every step of the way.

Our Values

Our values are simple: trust, honesty, and integrity. We believe that these values are essential to building strong, lasting relationships with our clients, and we strive to live by them every day.