Why Choose Janssen Financial Management?
We operate with the belief that any advisor can provide the products & services; 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.
True Independence
Janssen Financial Management is a firm founded with independence as a core value.
We thoroughly analyze proposed products and select only the best investments and providers suited to our clients’ financial objectives.
Janssen Financial Management offers no proprietary products that can get in the way of a client's unique financial situation. As such, our advisors always put the best interest of our clients first, and our independent nature allows us the privilege of welcoming clients in any stage of their investing journey.
Active & Present Management
We believe it is important to take a comprehensive approach to Financial Planning. Our goal is to deliver exceptional financial guidance and personalized service to help you build, protect, and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue your life's aspirations.
Financial Planning is an on-going process. We aim to design a plan that directs you from your current financial situation, towards your specific financial goal(s).
The only constant in life is change, we will provide regular reviews and modifications, assuring that your Financial Plan is current, dynamic, and accurate.
Emphasizing Value
Janssen Financial Management offers clients a choice between commission-based products and fee-based asset management, allowing us to provide customized financial strategies that are precisely aligned with your distinct financial objectives.
Key Benefits of Our Fee-Based Program
Our fee-based structure is specifically designed to minimize potential conflicts of interest and maximize the clarity and efficiency of your portfolio management:
Commission-Free Portfolio Adjustments:
- We can adjust and rebalance your investment portfolio dynamically without incurring transactional commissions, promoting agility and cost-effectiveness.
Direct Alignment of Interests:
- Our annual asset management fees are calculated directly as a percentage of the total Assets Under Management (AUM). This structure directly ties our compensation to the performance and growth of your account, this means the fundamental alignment between our firm's success and the pursuit of your financial goals
Fiduciary Commitment:
- This compensation model further reinforces our commitment to our clients by mandating a legal and ethical standard of their best interests.
Innovative Solutions
We believe in thinking “outside of the box” and we are not afraid to challenge conventional wisdom in our approach to protecting, accumulating, and preserving wealth.
We maintain regular oversight of global financial news and conduct frequent analysis of macro and micro-economic trends. This proactive engagement ensures our insights are current, sharp, and responsive to the evolving investment landscape.
We are not constrained by traditional methodologies. We strive to identify the ideal, most efficient path for pursing your specific financial goals, leveraging solutions that are designed to actively manage costs, growth potential, and balance risk.
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