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Our Philosophy

Mission Statement: To educate, counsel, and guide clients through life’s financial challenges efficiently and with utmost transparency.

At JCL Financial Group, we believe in providing the most value to you by taking a big picture approach through comprehensive planning. Our unbiased perspective allows us to identify aspects of your plan that may demand a closer look and provide appropriate recommendations. Financial planning can be a complicated subject that we continuously strive to simplify through education and communication with our clients. Ultimately, this results in more time to pursue what’s really important to you whether it is spending more time with grandchildren, enjoying a vacation, pursuing a lifelong hobby, or simply spending time with family and friends.

Client Centered

Here’s what we think is the right way to do business:

  • Care for our clients in the way we’d want for ourselves. We founded JCL Financial Group with this golden rule in mind. Our vision is that our firm would be a place where we’d want to be clients, if we didn’t already work here. We’d want to be respected, informed, heard, and treated with respect. We don’t expect our clients to demand any less.
  • Know our clients and their goals. We understand that investing is more than just a numbers game. There’s emotion involved as well. People assign different values to money and approach investing for many reasons. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person, and we’ll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
  • Treat clients like people, not like portfolio balances. One thing you’ll notice about our firm is that we’re friendly. Down to earth. Good listeners. Having been in the business a long time, we’ve encountered a lot of market cycles (both good and bad!). We’ve got a lot of perspective that can help keep you on an even keel through the ups and downs.
  • Empower clients to feel confident about their decisions. You don’t have to know the difference between a REIT and an ETF when you come to see us. We’re happy to explain it to you if you’re curious. If you’re not, that’s okay, too. Some clients want to be more involved in the investment process while others prefer to take a hands-off approach. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
  • Practice time-tested financial approaches. At JCL Financial Group, we follow prudent financial principles. This includes treating your money responsibly and with integrity. As your needs or financial picture changes, we’ll work with you to adjust your course of action accordingly. We monitor your portfolio’s performance and keep you updated on the progress toward your financial goals.

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