Financial Planning

Whether you’re an employer, an individual working toward retirement, or a senior with insurance and financial needs, FTJʼs full-service teams are ready to help you reach your unique goals.

Key
services

FTJ Retirement Advisors provides integrated financial services to individuals, families and organizations, while FTJ's Senior Insurance division helps seniors find peace of mind with a range of insurance products.

Retirement Planning

FTJ Retirement Advisors focuses on crafting customized retirement strategies that help clients navigate the complexities of preparing for a comfortable retirement.

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Financial Advice

In addition to retirement planning, FTJ Retirement Advisors can help individuals and families with tax-efficient income planning, estate planning, wealth transfer planning and more.

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Employer Services

FTJ Retirement Advisors offers guidance to employers on managing a 401(k), 403(b), or 457 retirement plan and choosing investment options that align the plan with employees’ financial goals.

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Senior Insurance

Our Senior Insurance division can help you find the right solutions for Medicare insurance and long-term care insurance, as well as options for dental, vision, hearing and life insurance.

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