LandCAN

 

Joe Psalmonds, CFP

JPJ Financial Consultants are Registered Representatives of and offer securities products and services through INVEST Financial Corporation, member FINRA/SIPC.  JPJ Financial is committed to helping you plan for your future with our dedication to teamwork and preparation.

TEAMWORK. Investment planning requires teamwork. In order to address your financial needs, we work with you and professional advisors (attorneys, accountants, etc.) to help ensure that a comprehensive, cohesive, and coordinated strategy is followed to help increase the benefits to you.

PREPARATION. Unless you invest wisely, changes in inflation, interest rates, and tax laws may reduce your assets. We will address the broader market trends that impact your portfolio and adjust our strategies as the environment requires. At JPJ INVESTMENTS, through the use of modern computerized techniques, we assist you in matching your goals and concerns with investment products that are consistent with your financial goals and objectives.

SUCCESS. A successful financial program is your framework for sound decision making. Our financial evaluation program analyzes your financial data, cash flow, and personal goals and objectives. We'll identify problem areas and present strategies to enhance your tax, income, retirement and estate planning. Continuing consultation is provided to ensure that your investment program is always on track with your short and long-term goals. We also offer a comparison of your current portfolio versus our recommended portfolio.

 


Contact Joe Psalmonds, CFP

REMINDER: This listing is a free service of LandCAN.
Joe Psalmonds, CFP is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.


Contact Joe Psalmonds, CFP

JPJ Investments, Inc.
President, Certified Financial Planner
3201 Dee Street
Shreveport, Louisiana  71105
Phone: 318-222-8999
Fax: 318-222-8212


 

Service Area

Services provided in:
  • Caddo Parish, Louisiana


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