JCI Advisory Services
Important Notice
As many of you already know. Jesus Rivera passed away in a tragic car accident on February 8th, 2013. While the mourning process continues, his estate is working to retain an attorney to give representation. His estate will soon begin the process of executing the will and estate in an orderly manner. In the meantime, your patience is greatly appreciated.
With increasingly complex financial markets and longer life expectancies, working with an investment professional firm is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisory services firm. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.
At JCI Advisory Services, we understand the important role a financial service provider can play in managing your total financial life. That's why we provide our financial service providers with the tools they need to help you meet your goals. When you choose an service provider supported by the vast resources of JCI, you can be confident that your provider will have access to independent research, state-of-the art technology, innovative financial planning tools, and the exceptional support that allow your provider to devote his or her full attention to your needs and objectives.
Why JCI? While service providers aligned with JCI come from different backgrounds and offer different types of expertise, they all have two things in common: they're backed by top brokerages, accounting and debt management professionals and they're 100% committed to helping you achieve your long-term financial and life goals. This means that when you invest with JCI, you can benefit from:
- Objective guidance and advice - With access to leading independent research, your JCI Service Provider can help you make informed, objective decisions.
- Holistic approach to life planning - No matter where you are in life-just getting started or winding down a successful career-you have goals and dreams. Your service provider engages you in an ongoing conversation about your needs, goals, and objectives to create the life plan that's right for you.
- Convenient account access - You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.
An independent financial service partner - Your JCI Service Provider more than likely lives and works in your community. And because your JCI Service Provider cares as much about your personal satisfaction as the performance of your portfolio, he or she serves as a true partner to help you live the life you desire.
