Services

Planning Strategies for Individuals

At Jaffe Financial Management, we assist both individuals and families with their personal financial planning. This can include comprehensive planning - assessing progress towards financial goals in a wide range of areas - or more specific analysis focused on one or two particular financial issues. The financial topics that we address can include:

Cash Flow Analysis
Planning for Accumulation Goals, including Education Funding
Planning for Financial Independence
Analysis of Risk Management Situations
Planning for Wealth/Estate Accumulation and/or Preservation
Analysis of Investment/Asset Allocation

Planning Strategies for Businesses/Business Owners

We work with businesses and business owners to plan for various corporate financial issues. As with our personal financial planning, this analysis can be comprehensive, addressing a number of topics, or more focused, examining only one or two issues. Financial planning for businesses and business owners can include:

Analysis of Employee Benefit Programs
Planning to Retain/Reward Key Employees
Planning to Meet Business Owners' Individual Needs
Planning for Business Preservation/Succession/Transference

Investment Management

At Jaffe Financial Management, we assist our clients in managing their assets. This can include asset management in traditional brokerage accounts or using fee-based platforms. The types of assets and programs we offer access to include:

Stocks, Bonds, Mutual Funds
Asset Allocation Programs
Retirement Accounts
Qualified Retirement Plans
Non-Qualified Retirement Plans
Executive Bonus Plans
Education Funding
Fixed and Variable Annuities
Trust Services*

Risk Management

In addition to our planning and investment-related services, at Jaffe Financial Management we also offer a variety of products and services related to risk management. These can include:

Group and Individual Disability Income Insurance
Business Overhead Expense Disability Insurance
Group and Individual Life Insurance
Group Health Insurance
Group and Individual Long-Term Care Insurance

*Securities, financial planning and advisory services offered through LPL Financial, Member FINRA/SIPC