Broker Check

What Separates Us

We work with the belief that any advisor can provide investments; it’s the trusted relationship that can be harder for clients to find. With decades of experience and a commitment to providing impeccable service, we seek to build long-term partnerships with our clients.

By providing independent advice, a focus on Portfolio Risk and honest recommendations, we can manage our clients’ assets and investments so they can instead focus on life and their retirement.

When working with Janssen Financial Management, clients can benefit from:

  • A holistic financial planning approachFrom the first meeting, we listen to clients’ goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients’ short-term and long-term goals, we seek to develop a comprehensive strategy that grows with clients through the many stages of life. We never make a recommendation before first understanding our client’s unique positioning regarding their finances.
  • Personalized adviceAs independent advisors, we are committed to providing honest guidance. Striving to avoid any conflicts of interest or quotas to meet, we develop strategies and make recommendations based on each client’s individual needs and goals. We also value honest communication with our clients and help them navigate both the ups and the downs of their investments.
  • Attention to portfolio risk and volatilityAs important as the growth in your investments and portfolios is, the associate levels or risk and volatility can be equally, if not more so, important.  What’s more important; the money your make or the money you don’t lose? 
  • Strong communication:  We seek to stay in contact with our clients based on their preferences, whether it’s an annual review or a quarterly update. In addition, we are always transparent with our recommendations and educate our clients on why we suggest the things that we do.

Contact us today to learn more about the benefits of working with us.