The J Anthony Group provides several levels of service depending or your particular needs. Whether you require a one hour consultation, a full plan or an analysis of your financial needs, we can help.
The J Anthony Group has several direct affiliations with several third party money managers as well as offering Life Insurance, fixed interest rate products, and guaranteed annuities. In addition to Asset management, J Anthony Group also offers life planning, attorneys for estate planning issues and CPA's for your tax and accounting needs. These additional services are oofered though our referral network.
We Offer:
Asset Allocation: We will conduct a risk profile to determine the best allocation model for you based on your short and long term needs. Offered as a fee service, or NO CHARGE when we manage the assets.
Portfolio review: A careful analysis of your current portfolio will be completed. We evaluate fund expenses, performance, Drift and investment objective. We ensure that your Portfolio meets your personal objectives.
Income Plans: Income plans are designed to ensure greater probability of long term success through Monte Carlo simulation, pooling and bucket strategies as well as guaranteed income annuities. ( Fee waived with management agreement)
Documentation Review and Processing: Simply put... You don't want the hassle of chasing paperwork around...IWe will personally take care of it for you , without obligation.
Insurance Evaluation: Whether your'e considering a new life , health, or disabilty contract, we can assist you in making the best decision based on your present and future needs.
J. Anthony Group
Planning & Advice
Securities offered through Grant Williams LP, member FINRA and SIPC
Steady
Consistant
Growth
