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VIDEO OVERVIEW ON THE TAX CUTS AND JOBS ACT FOR INDIVIDUALS

Title FEBRUARY 28, 2018 WEBINAR RECORDING ON THE TAX CUTS AND JOBS ACT AND ITS IMPACT ON INDIVIDUALS The new tax law is now in effect for 2018. How does the new law impact individuals? Terry Cicero gives an overview in an easy-to-digest webinar in under 30 minutes. Presenter: Terry Cicero NEW TAX LAW On…

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Asset Management

Paul Minta, CPA, CFP® Managing Principal Cammy Corso, CPA, CFP®, CDFA™ Principal Title At DHJJ Financial Advisors, we begin our Asset Management process by developing a customized investment portfolio for each client based on open discussions regarding short-term and long-term goals, cash flow needs, tax situation, and each client’s personal risk tolerance.  Once we arrive at appropriate…

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Retirement Planning

Title Retirement is one of the biggest events you will experience in your lifetime. Starting that next phase of life brings about significant changes, both personally and financially. Financial freedom and security in retirement does not just happen. Retirement planning takes time, carefully thought out strategy, and continued commitment in order to achieve success. Let…

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Estate Planning

Title A detailed estate plan can provide you peace of mind to ensure your wishes are met and taxes are minimized. In estate planning, it’s important not only to establish your overall goals but also to employ strategies that preserve family wealth as it passes from one generation to the next. Strategic planning can maximize…

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What We Do

DHJJ Financial Advisors’ approach to financial planning is based on providing a full-service program that integrates individual income tax planning along with investment management, resulting in a holistic strategy to help our clients maximize their financial success. Our investment advisers are CERTIFIED FINANCIAL PLANNER professionals and Certified Public Accountants which enable them to overlap their expertise in asset management, financial planning, and income tax law to provide unique solutions to our clients’ needs.

Asset Management

Custom investment portfolios based on your goals and objectives

Financial Planning

Comprehensive evaluation and analysis to assess current financial situation and plan for the future.

*Please Note: Advisory services provided by DHJJ Financial Advisors (“Advisors”), an SEC registered investment adviser. Accounting services can be provided by Advisors’ affiliated entity, DHJJ Certified Public Accountants (“CPA”), per the terms and conditions of a separate written engagement agreement. No Advisors’ client is under any obligation to engage CPA, and vice-versa. As more fully discussed in Advisors’ written disclosure Brochure, a recommendation that an Advisors’ client engage CPA, and vice-versa, presents a conflict of interest.