Financial and Estate Planning Resources

Janney provides personal financial and estate planning services for a broadly diversified clientele of individual investors, families and business owners. Key financial services we offer include, but are not limited to, estate and tax planning, insurance planning and comprehensive financial planning for the goals of education and retirement.

We have extensive experience in working with our clients, as well as their other financial and legal advisers, so that we may design and implement the most favorable strategy to best meet the client’s goals and objectives.

Personal Financial Planning Services
Services	Benefits
Development of a Comprehensive Financial Plan	Establish a strategy to achieve your financial goals.
Wealth Management	Achieve your financial goals without sacrificing your lifestyle or posing risks to your investment assets.
Retirement Planning	Define your retirement options and develop a plan to ensure that you are on target to retire on your own terms.
Income Planning	Create a plan to receive a regular stream of income in retirement, manage the distribution of your hard-earned savings and avoid out living your assets by continuing to grow your money during retirement.
Cash Flow Planning	Determine where your money is currently allocated to uncover greater savings and tax opportunities.
Risk Planning	Protect your family and resources by determining the amount of insurance protection you need in the event of death, disability, long-term medical care, liability associated with injury and property damage/loss.
Estate Planning	Ensure that your wealth will transfer according to your wishes and in a timely manner, with minimum tax implications to your heirs.
Business Succession Planning	Identify goals, strategies and actions to ensure the survival and growth of your business in the event of your untimely death, disability or retirement.
Access to Experienced Specialists	Address your financial concerns to determine viable solutions. Answer your questions about investment strategies, tax planning, insurance planning and estate planning.

Financial Services:
Click on the links below for
more information

Unit Investment Trust

Insurance

Deferred Compensation

Janney Advantage

Mutual Fund Opportunities

Janney Consulting Group

Personal Financial Planning

Other Resources