Education is the first step of understanding one's finances. Your decisions toward the planning and managing of your financial objectives begins with a personalized strategy (or plan) based on fact and tolerance for risk, not just emotions.
Financial Analysis: Determine your financial position
Measure your net worth & cash flow
Determine & clarify financial objective
Measure the probability of success for
Discuss strategies that make sense to you
Develop financial disciplines
Monitor progress & make appropriate adjustments
Receive a unbiased opinion on your financial strategies and investments. Have a comparative analysis done to determine the effectiveness of your strategies and discuss alternative options.
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC.
MJC Financial Services and Cadaret, Grant are separate entities. OSJ: 8135 Soule Road, Liverpool, New York 13090 (315) 925-5500
Securities offered in AZ, FL, GA, KS, MD, ME, MO, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, & VT
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