JADA Financial Corp. committed to putting our clients at the heart of our business, developing and maintaining long-term, trusted financial relationships.
We strive to delivering the full range of our knowledge and resources to give clients the confidence to pursue their own passion, dreams and financial freedom.
Budgeting your money is the cornerstone of a good financial plan, and seeing all the numbers in black and white can offer valuable information on where your money is going and where you could put it to better use.
Protection planning is to protect yourself, your family and loved ones, your home, your assets, or your business against unexpected events. So, insurance eases some of your financial burdens that can occur when disaster strikes.
Investment planning is the process of identifying your financial goals and converting them through building a custom-made plan and it is very important before investing your money. Making a smart investment can actually make your financial life better.
Retirement planning is the process of determining your retirement income goals, and the actions and decisions necessary to achieve your goals. It includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk. Retirement planning takes into account not only assets and income but also future expenses, liabilities, and life expectancy. It is never too early to start your retirement planning.
Tax planning refers to financial planning for tax efficiency. It aims to reduce your tax liabilities. One of the biggest benefits of tax planning is that the returns can be directed to investments. It is the most productive way to make smart investments while fully utilizing the resources available due to tax benefits.
Estate planning has two purposes: the accumulation of sufficient funds to finance the deceased's objectives for after death, and the simplification of estate matters prior to death.
Reducing taxes on what you leave behind is a common estate planning goal.
Estate planning is not only for the rich. Without a plan in place, settling your affairs after you go could have a long-lasting and costly impact on your loved ones and your family.
