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OUR SERVICES

Financial Planning

Jay Finley helps clients gain clarity around their goals and financial options.  He utilizes software to give clients an understanding of how goals involve choices and trade-offs.  Clients typically modify their financial plan periodically and want to understand how the modifications impact their financial future. 

Retirement Income Analysis & Decision Making

Most clients of the firm are primarily focused on retiring under their terms with peace of mind. 

Investment Management With a Focus on Beating Inflation 

The firm strives to build portfolios that provide a constantly rising retirement income stream during retirement that provide income clients cannot outlive. 

Tax Efficient Investing

The firm attempts to control investment cost.  Tax minimization is a constant focus in an effort to allow clients to keep the most of their growth possible. 

Ongoing Investment Management
& Communication

Finley Financial monitors portfolios over time and makes adjustments as needed.  Modifications are typically due to client goal adjustment or economic changes. 

FINLEY FINANCIAL, LLC ("Finley Financial") is an investment advisor registered with the U.S. Securities and Exchange Commission. Finley Financial provides wealth management and investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship, and have been provided a copy of the Finley Financial ADV Part 2A brochure document. The information contained in this website is provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information in this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange traded funds (ETF's), other securities or investment products.

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