"Free Your Life"
Talking about your finances can be a stressful thing to do and during these times, nobody needs more stress. At JR Financial & Insurance Services we want to take the stress out of financial planning. Our very knowledgeable agents, James Rukstalis and Peter Bradshaw, can help you navigate the very basic of financial questions to the most complicated.
We here at JR Financial & Insurance Services are here for all your financial needs. We help guild you through financial planning, estate planning, tax preparation, helping with setting up wills and trusts, home refinancing, and much more. Our goal is to help you gain a better understanding of your current financial standing, how you can better your current situation, and how to fix any issues that may arise.
Setting up an appointment is easy with JR Financial & Insurance Services. Appointments can be done over the phone, via the Internet, or in person with social distancing protocols in place. And as always, all appointments are totally free! All you need to do is call or email us! Call the office at (408) 642-1322, Monday through Thursday, call Kim, our Operations Manager, at (408) 393-9285, seven days a week, or email firstname.lastname@example.org or email@example.com Monday through Friday and we will be happy to get your appointment scheduled on the day and time that will work best for you.
What We Do
Then we consider all of the details and information about your estate. We generate a comprehensive and easy to understand format for you and your heirs. In this stage we begin to help set your estate in order as you desire. We are able to help resolve issues with accounts and determine the status of certain accounts / real estate / assets.
In this stage we create a strategic plan for your estate. After it is organized, we begin to identify issues that have not yet been addressed. Some are known, and some of which you were previously unaware. We come up with solutions: whether they are lending, legal plans, or investment options. We also do a full analysis with regards to family decision planning around unique circumstances.