Jonathan M. Heller, CFA,
CFP®
FREE
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About KEJ Financial Advisors, LLC…Taking the Worry Out of Your Financial
Future Is Our Only Goal
Do you want to
feel more confident about the financial decisions you make? Would you
rest easier knowing that you are doing everything you need to in order
to achieve financial independence? Do you want to have more time and
freedom for the things you enjoy? You can.
Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you
make the financial decisions that will make the most of what you have
now and help you build a more secure, enjoyable future.
When you work with us, you can expect:
- Straight talk. We don’t sell any financial products nor do we
receive any commissions. As fee-only financial advisors, our only
compensation is what you pay for our
professional advice. Our complete focus is on what is best for you.
- All-inclusive approach. Together we evaluate all aspects of
your finances and design a strategy where each part works in harmony
with the others. You’ll see that we pay a lot of attention to areas of
your financial life that are often overlooked or ignored by other
“financial Planners.”
- Access. Life is constantly changing. For
one annual retainer fee, you can meet with us or speak to us often as is necessary to help you
accomplish your financial goals.
- Value for your money. We are committed to providing value that
exceeds our fee. It’s a concept that is virtually non-existent in the
financial planning profession. But doesn’t it make sense that your
financial advisor should work to save you more than he charges you?
- The highest professional standards. We are committed to The ACP Pledge to Clients—your assurance of receiving the ethical
and professional treatment you deserve.
Would you worry less with a professional fee-only financial
advisor on your
side?
Contact us to learn more about the financial strategies that will help
you achieve your goals.
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