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. 

CONTACT

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 All Rights Reserved. Client Relationship Summary.

TEL: 503.474-3535