JCF Financial Advisory is a full-service financial and retirement planning company founded in 2002 by Jason Frizzell. The firm guides individuals and families toward their ideal retirements by offering personalized financial strategies that incorporate investments and insurance products.
Services include retirement income strategies, wealth management, annuities, tax planning, long-term care planning, and asset preservation strategies. The company is committed to helping clients navigate financial challenges and achieve financial independence.
Personalized retirement income strategies
Comprehensive wealth management
Integration of insurance and investment products
Services
Retirement Income Strategies
Helps clients plan for a secure and lasting retirement income.
Customized retirement income analysisAddressing 'what-if' scenarios in retirement
Wealth Management
Manages assets to grow and preserve wealth throughout life stages.
Provides fixed insurance products for steady income streams in retirement.
Lifetime income optionsGuaranteed benefits
Tax Planning
Helps clients optimize tax efficiency in retirement planning.
Tax-efficient investment strategiesRetirement income tax analysis
Long-Term Care Planning
Addresses potential long-term care needs and associated costs.
Long-term care insurance optionsStrategies to protect assets
IRA Legacy Planning
Helps clients plan for the transfer of IRA assets to heirs.
IRA rollover strategiesEstate planning integration
Credentials & Certifications
MBA from The University of Texas at Arlington
Since 1994
Bachelor of Business Administration from The University of Texas at Arlington
Reviews
Rating
5
★★★★★
Reviews
1
Frequently Asked Questions
What is the process for planning retirement income? +
The process involves three steps: Discover your ideal retirement, Evaluate your current financial situation, and Plan a custom strategy to meet your retirement goals.
How do annuities work for retirement income? +
Annuities provide fixed insurance products that offer guaranteed lifetime income streams, helping ensure your money lasts as long as you do.
What is included in long-term care planning? +
Long-term care planning addresses potential long-term care needs and associated costs, offering insurance options and strategies to protect assets.
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