JF Financial & Insurance Services

CONNECT

Address:

3300 Irvine Ave., Suite 385
Newport Beach, CA 92660

Phone:

(714) 361-7419

Fax/Other:

(714) 361-7410

Wealth Management Strategies

We start and end with your goals. Once we know what you want out of life- for yourself and your family- we evaluate where you are relative to these goals. We can then recommend strategies to get you where you want to be. But we don't stop there. We help you implement our recommendations. And, we watch over your plan so that you can live your life. We continually monitor your financial situation to help you remain on track to achieve your goals. Your goals remain the centerpiece of our recommendations and strategies. As an Investment Advisor Representative of OneAmerica Securities Inc. we employ various tools to help guide you through the planning process.

Please click on this link for a visiual representation of our process in detail Wealth Management Strategies - Our Planning Process

      Wealth Management Strategies for Target Markets:

Client Education

 

 

To access your annual Wealth Management Solution click here.

Thank you for putting your trust and confidence in me!

Jim Farhadi

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck