Our investment planning process is a combination of planning and reacting to important financial events, encompassing college planning, buying a home, selling a business, receiving an inheritance and, ultimately, retirement.

Our seasoned management team will help you prepare for these important moments while allowing you to maintain your lifestyle and achieve your life goals.

At CJE Financial, we tailor each investment plan for each client based on 3 key factors:

1. 1. Your current financial circumstance, including assets, liabilities, and expected earnings

2. 2. The financial events which you would like to prepare or plan for

3. 3. Your risk tolerance and time horizon

Based on this portrait, together we will help design a wealth management plan encompassing investment strategy, retirement planning, education funding, and address any estate planning needs with a qualified estate planning attorney.