Financial Services

Services are provided by our fully trained Financial Services Professionals who have completed stringent State and Federal educational and licensing requirements. Our Associates are paid directly by the Service Companies, for insurance and health products. We have nominal (and affordable) fees for tax preparation, estate planning, and investment management!

Retirement Planning Services

Whether you're making plans for a long ways off or are already retired, our professional, licensed and fully-trained providers can help you reach your Dreams & Goals!

Life and Health Insurance Services

We carefully select highly-rated life and health insurance companies that specialize in favorable rates for different risks. That's why we can offer low rates for the greatest number of people.

Investment Management Services

JCI Advisory Services provide investment advice and asset management strictly on a performance fee basis. We specialize in state worker retirement plans.

Financial Education Seminars

Education is a key factor in making good financial decisions. Whether you are 7 or 70, financial education is important. JCI offers many types of small and large group educational seminars.

Budget Planning Services

We can show you how to get out of, and stay out of debt for good!  An added plus: paying your bills on time builds GREAT Credit!

Estate Planning Resources

Offered by JCI Associates and our Trust Services Partners.  We preserve the assets for which you worked a lifetime!

Tax Preparation Services

Our Qualified Tax Preparers can help you save money by careful tax planning and preparation!