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Comprehensive Financial
Planning
Comprehensive financial planning
encompasses a number of critical areas, including….
Retirement Planning
Estate Planning
Insurance
Tax Planning
Investment Management
Cash Management
Budgeting
Depending on your needs, it may also
include…
Education Funding
Charitable and Planned Giving
Long-Term Care Planning
Jardez Financial & Insurance Services, Inc
8135 San Fernando Rd. Suite 2A
Sun Valley,
CA 91352
Tel 818 -
252-7579
Fax 818 - 2527568 |
 Why
plan ahead?
Through our lives,
we spend so much time worrying about making a decent living.
Questions like, "Will we have enough for a new house? Can I
afford that new car? Can I take that trip I've always wanted to
take? Will I have enough money to maintain my lifestyle
when I retire?"
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But the years passed...
You've built up an
estate, and achieved success. Your focus starts shifting
away from taking care of yourself, to ensuring your
loved ones are cared for after you're gone.
That's what estate planning is all about.
Jardez Financial & Insurance Services can help!
Call us for a free consultation
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Securities offered through Sammons Securities Company, LLC.
Member
FINRA
and
SIPC.
Investment advisory services offered through Sigma Planning
Corporation, a registered investment advisor.
Welcome to Jardez
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2008 Jardez Financial & Insurance Services, Inc
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