Value of Communication
How will you benefit?
Our business is built on a foundation of thoughtful client relationships. Our goal is to provide relevant content, helpful resources, how-to videos, professional insights, inclusive events, and charitable contributions to our community.
We are so fortunate to have built such amazing relationships with our clients, many of them have referred us to their friends, family members, neighbors, and co-workers. It is an honor and we appreciate the confidence you have in our team and our value proposition. Below we outline how we interact with you and ways you can benefit from becoming a client of JFG.
Weekly Market Watch Newsletter
Each week, JFG will curate the latest stock market, financial and business news into an easy to read newsletter. It is here you’ll find the latest information on a wide range of topics and the implications they have on our financial lives.
Review Meetings
You and your financial advisor will regularly review and monitor your investment portfolio and financial plan. These meetings can take place in-person or virtually. Working together through in-depth research and analysis, we can develop sophisticated and personalized strategies to help you pursue your goals.
CFP® Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a personal tid-bit in there!
Monthly Market Insights Video
A helpful market recap video is created for you each month and can be found in our resource center. Content includes market fluctuations, global market movements, earnings reports, and a sector scorecard. Sign up for our e-newsletters to receive this in your email.
Educational Zoom Seminars
Together with our strategic partners, we provide our clients and their families with various educational seminars each year. Each educational event will be available at no cost. Everyone is welcome and encouraged to bring a guest, neighbor, family member or friend.
LPL Statements
Your LPL Statements are designed to provide a clear ad comprehensive view of your investments. In addition to your quarterly statement, LPL provides a comprehensive yearly statement—and generates
a simplified statement in any month when there is qualifying activity in the account.
CLICK HERE: How to understand your statements
In Person Events
We proudly host a variety of events ranging from market seminars, recycling services, sports events, and charitable donation drives. Upcoming events are posted in our e-newsletters and on our events page.
"Ask A CFP®" Video Series
What is on your mind? How can we help? Craig Johlfs, CFP®, will answer your questions. Submit a question to: AskJohlfsCFP@lpl.com.
Educational Video Series
Team JFG discusses topics ranging from Market Volatility, Budgeting Tips, Charitable Gifting and more! Visit our YouTube Channel to see our collection of videos!