JFR Financial

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Today: 8:30 am - 4:30 pm

40 Years

in Business

(734) 692-1421Call Visit WebsiteVisit Website Map & DirectionsDirections3133 Van Horn RdTrenton, MI 48183 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

Places Near Trenton with Financial Planning Consultants

Grosse Ile (5 miles)
Riverview (6 miles)
Rockwood (7 miles)
Flat Rock (8 miles)
Southgate (10 miles)
Wyandotte (11 miles)
Taylor (14 miles)
Lincoln Park (14 miles)
Ecorse (14 miles)
Allen Park (15 miles)

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Email

Extra Phones

Phone: (734) 692-1902

Fax: (734) 692-1902

TollFree: (800) 877-7210

Payment method

amex, cash, discover, master card, visa

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AKA

J F R Financial Services, Inc.

JFR Financial Service

Other Links

http://www.fountainheadfinancial.com

http://www.jfrfinancial.com

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Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Business Coaches & Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (734) 692-1421

Address: 3133 Van Horn Rd, Trenton, MI 48183

Website: http://www.fountainheadfinancial.com

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JFR Financial

Tax Planning
Income tax brackets are also uncertain. Income tax planning includes watching Washington and acting strategically before and after the November 2022 election results are decided. With the long-term federal, as a percentage of gross domestic product, expected to soar in the next decade, pressure is building for a tax-rate increase.
Estate Taxes
Tax Services
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax

Investment Management
Mutual Funds
Craig has over 20 years of accounting and financial planning experience. He specializes in taxes, insurance, accounting and retirement planning. Craig takes a comprehensive approach to financial planning. He has a bachelors degree in Business and is registered for stocks, bonds, mutual funds, insurance and annuities. His philosophy is to develop a partnership, create a plan and follow through with periodic reviews to make sure everything is still on track. His goal is to help all clients pursue retirement financially prepared. He is a Registered Representative of LaSalle St. Securities.
Bonds
Wealth Management
Slick TV ads often make financial planning and wealth management sound simple, but itâ€™s usually not. Managing wealth requires knowing a lot about highly technical topics, like taxes, government regulations, and finance as well as history, psychology and how to communicate with loved ones about sensitive issues. This article highlights some of the knowledge needed to manage wealth and why itâ€™s often so daunting without the help of an independent personal financial advisor who is familiar with your situation.

Accounting Services

Financial Planning
Trusts, prenuptial agreements, insurance, and qualified retirement accounts must be structured to protect your children, spouse, and other loved ones from losing control of assets you give them when you die. Thatâ€™s a routine part of the new landscape of financial planning for modern families
Retirement Planning
Annuities
In 1980 John saw a growing need for qualified professionals to help people with their personal and business financial needs. He is the Founder and President of JFR Financial Services, Inc. John's desire is: "to make a difference in people's lives, business and ministries by sharing my gifts and expertise with God's help. My primary gift is administration, which enables me to take a situation and make it work more efficiently. These efficiencies, combined with my financial expertise can be realized in many areas: financial, operations, management of others and time." John is committed to pursuing excellence in his profession through on-going research, education and professional counsel. He has helped thousands of people. Let him help you. It could make a world of difference. John is licensed to sell Life, Health, Annuities (Fixed and Variable) and Long Term Care insurance products. He also holds Series 7, 63, 65 and 24 FINRA securities registrations through LaSalle St. Securities. John is also the author of a book called, " A view from the back. "Â
Long Term Care

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