September 2021 Monthly Digest


Happy September! The last couple months have been big for J.R. Financial & Insurance Services. We have received a total of 3 top honors and awards!

Top 3 Financial Planning Services in Santa Clara, CA by ThreeBestRated.com
2021 Best of Santa Clara Award in the Financial Planning category by the Santa Clara Award Program
J.R. Financial & Insurance Services Wins Financial Planning Firm of the Year 2021 – SF Bay Area

We’re looking forward to a busy and productive month. We are hosting our first seminars of the year next week, and registration filled quickly! Thank you for all who were interested. Our seminars are a good way for new potential clients to get to know us, and receive valuable information. 

Here are some of the articles we’ve shared throughout the month on our website and social media. Make sure you’re following us to see even more articles and helpful information!

But Wait, What Social Security Benefit Can I Claim And When?
Be Honest with Yourself About What You Want Out of Retirement
All You Need To Know About Collecting Social Security While Still Working
Worried About Higher Taxes in Retirement? Strategize Now.

Amy Cantrell
Digital Marketing Specialist
J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 120
Santa Clara, CA 95050
(408) 642-1322 Office
(408) 728-1566 Cell
amy@jrfis.com