Why Use This Tool?

As fee-only financial advisors, we assist clients in meeting their financial goals by providing sound and unbiased financial advice on an hourly basis. We are different than most financial professionals in that we don’t sell products. As we help you through the financial planning process, we offer expert personal guidance in many areas, including retirement planning, investment analysis, college funding, tax strategies, insurance, estate planning, cash management, debt management and budgeting.

Do you have a vision for your financial future? Are you on the right path? We can help you get there simply and effectively. Because we don’t receive commissions or third party incentives, our advice is free from bias. What’s more, our process is personal and our recommendations are customized for your situation. Whether you are just beginning to save or you have a significant portfolio, our approach is the same; prudent investing using low cost, tax-efficient vehicles. May we help you professionally plan your financial future?

For a detailed list of services and specialties, visit www.SJAFinancialAdvisory.com

Mike Arnow has been a CPA since 1971 and a CFP® licensee since 1984. He first established his fee-only financial planning practice in 1981.