Financial Planning

Developing a long-term plan to reach your financial goals

Your JA Counter Advisor can develop a financial plan with you, focusing on a specific goal or undertake a comprehensive plan. The team will evaluate your current financial position and help you map out a path to reach your financial objectives. As your situation and financial landscape change over time, your planning team will help you stay on track.

Our financial planning process is a thorough, straightforward way for you to take the first step towards reaching your financial goals.

Throughout our process, you and your advisor will develop customized financial strategies that can help turn your financial goals into reality.

Your most valuable asset is time. The sooner you begin to plan your financial future, the better your chances of achieving your goals.

We do not offer every plan available in your area. Currently we represent 9 organizations which offer 64 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. JA Counter and Alera Group are not affiliated with Cambridge. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in the following states: FL, IA, IL, NE, ND, WI, MN, TX, VA. Agency is not affiliated with Medicare or the government.

Ready to work with us?