We all have a story to tell and getting to know our clients and their stories is exactly where we excel. We take the time to listen to our clients’ stories. Whatever their age, level of experience, level of education, or financial situation, PJS Investment Management welcomes the opportunity to assist with their comprehensive financial planning and investment management needs.
Below are some typical life scenarios that may remind you of your own.
Increasingly Complex Financial Situation:
George and Jane's financial life continues to gain momentum. They both currently work while also raising their two children. They have always been good savers, are beginning to accumulate wealth, and are ready to enlist the help of a professional.
For George and Jane, PJS Investment Management’s comprehensive investment approach helps them:
New to Investing:
Susan has limited investing experience but her financial situation has changed significantly in recent years. She has a good job with good benefits, her children have graduated from college, and she has inherited a sizable sum from her father.
For Susan, PJS Investment Management's comprehensive investment approach helps her:
Ready for a New Direction
John is an avid investor and enjoys being a part of the process. He has been working with his current advisors for years and has come to like them personally, but their investment strategy no longer seems to align with his goals. He is also interested in lowering his costs without sacrificing service.
For John, PJS Investment Management’s comprehensive investment approach helps him:
We need to Make Sure it Lasts:
Lisa and David are in the process of readying themselves for retirement. After decades of working and saving, they are nervous and excited for this major life transition.
For Lisa and David, PJS Investment Management's comprehensive investment approach helps them:
It's a Whole New Life:
Angela is getting divorced after twenty-two years of marriage and is anticipating a financial settlement that she expects she will need to supplement her current and future living expenses. She will also be responsible for running, and possibly selling, the business that she and her ex-husband started together.
For Angela, PJS Investment Management’s comprehensive investment approach helps her: