There are many financial products in the market, so choosing the ones that best meet an individuals client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of a comprehensive needs analysis. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that  address your unique situation.

Jim Tuzzeo’s clients know him as the “Retirement Matchmaker” and the “Safe Money Guy”.  Both comprehensive and flexible, JT Financial’s strategies serve businesses and individuals planning for retirement, as well as those that have already retired. Planning for retirement can be a daunting task. That’s why clients are always reminded that  “Planning for Tomorrow Starts Today!” And for those already retired, we have solutions for people who have concerns for the safety of their nest eggs, and running out of money in their golden years.  Jim and the JTFS team utilize exclusive and confidential needs analyses to provide the optimum plan(s) to “Match” your specific retirement goals and objectives.

For business owners and professionals, we provide solutions regarding their concerns about:

  • Business Succession Strategies
  • Buy-Sell Funding
  • Attracting & Keeping “Key-Employees”
  • Executive Bonus Plans
  • Retirement Planning
  • IRA’s—Traditional & Roth
  • SEP’s
  • SIMPLE IRA’S
  • 401 (k)’s
  • Group Health & Life Insurance

For individuals and families planning for retirement, or those already retired, we provide solutions regarding their concerns about:

  • 401 (k) & IRA Rollovers
  • Long Term Care
  • Safety and Opportunities for Retirement Funds
  • Outliving Retirement Funds
  • Paying Taxes on Social Security
  • Escalating Costs of Medicare Supplements
  • Last Expenses
  • Maximizing Financial Legacies to Heirs and Charities
  • Charitable Giving Plans and Advantages