Individuals & Families

Financial Planning & Asset Management

Comprehensive Advice & Asset Management

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Advice For Life—And Every Generation

Janney’s approach to providing ongoing advice and asset management is to integrate a comprehensive financial plan, a wide array of investment solutions, and ongoing advice from your Financial Advisor into a roadmap for your family’s future. You’ll receive ongoing advice with a particular focus on:

Tax Planning to help reduce taxes on your current investment income, minimize eventual estate taxes or position your business for tax-efficient transfer. We can provide:

  • Cash Flow and Net Worth Projections
  • Tax Projections
  • Estate Plans incorporating the latest strategies and tax circumstances to maximize your future distributions to your heirs and beneficiaries

Risk Planning to help protect your family and resources by determining the necessary amount of insurance protection and/or long-term medical care you may need in the event of illness, injury, disability or death—or against property loss. We can advise you on:

  • Disability Income to replace your income in case of long-term or permanent disability
  • Long Term Care Insurance to cover costs related to ongoing illness
  • Annuities to combine protection with investment strategy
  • Insurance Strategies for business owners, individuals and family members

Estate Planning to help ensure that your wealth will be transferred according to your wishes and in a timely manner, with minimum tax implications to your heirs. We can advise you on:

  • Transfer strategies, will and trust reviews, formal estate plans with tax projections
  • Trust Services
  • Advice with regard to gifting strategies, philanthropic endeavors, charitable trust transfers
  • Living Wills & Durable Powers of Attorney

Business Succession Planning which helps you to identify your primary goals, alternative transfer strategies and actions best-fit to safeguard the survival and growth of your business.

Access to Financial Solutions
Our Financial Advisors have access to the full spectrum of investment solutions available today. They have the flexibility to build a truly custom investment strategy that can help meet the complex needs of today’s retirees, families and business owners:

Managed Accounts
Equity & Options Strategies
Fixed Income Strategies
Trust Services
Insurance Products

Contact a Janney Financial Advisor to get started.