Individuals & Families

Personal Relationship
Being the highest standard of success in financial relationships isn’t just a corporate tagline at Janney. Our Financial Consultants develop a personal relationship with you. This means that you’ll always have someone to call when life throws unexpected changes in your direction, markets get volatile or when it’s time to re-assess your plans for your long-term goals. Our Financial Consultants can help you:

• Reevaluate your financial situation, including your goals and personal risk tolerance because markets change over time.
• Understand the motivations behind why, and for whom, you invest.
• Provide for future generations by getting to know you, as well as your family.

Knowledge and Experience
Your Janney Financial Consultant will coordinate the services of a team of professionals, delivering the experience and knowledge necessary to help guide you through various investment decisions, regardless of changes to your situation. Your Financial Consultant can help you achieve your goals through:

• Establishing a broad plan for assessing and meeting your needs, and then navigating the landscape of financial vehicles, such as Mutual Funds, Exchange Traded Funds (ETFs), Individual Securities (Stocks and Bonds), Annuities, and more to find the right allocation and investment products
• Employing a long-term strategy to maintain perspective and focus on your goals, as well as helping you to avoid the pitfalls of making rash, emotional decisions with your investments
• Guiding you through some of life’s most complicated financial transactions, such as educational expenses, divorce, the death of a spouse and other life changing events
• Enlisting Janney’s team of professional specialists in the areas of financial, trust and estate planning issues, retirement planning and asset management to provide you with expert guidance on the most complex issues

A Comprehensive Plan
We will help you prepare for your future with a plan that includes:

• A portfolio review to examine investments held at Janney, and other firms, so you can understand your overall asset allocation, exposure to risk and identify any gaps in your current portfolio
• Professional management of your assets to make certain that you’re getting the attention you deserve, with automatic rebalancing to ensure that you won’t end up taking on more risk than you had intended 
• A comprehensive financial plan to take stock of your complete financial condition including:
  - Investment planning to serve as the foundation for your portfolio
  - Retirement planning to help you prepare for your future
  - Estate planning to help you preserve, protect and pass along your wealth
  - Cash flow and income planning to help you determine where your money is  
    currently allocated and to uncover greater savings and tax opportunities
  - Business succession planning to help identify goals, strategies and actions 
    to help you safeguard the survival and growth of your business