Whatever you need, we can help:

  • Retirement Planning
  • Accounting & Bookkeeping
  • Tax Planning
  • Investment Services

Retirement Planning

Here at JSK Financial Services, we recognize that many of our individual clients are also small business owners who have the opportunity to maximize their retirement saving vehicles and tax deductions by utilizing the appropriate retirement plan. As part of our comprehensive planning process, we will take the time to understand our clients’ businesses and work with them to make sure the appropriate plan is in place.

Over the years we have worked with many Third Party Administrators and Record Keepers and can help business owners choose the best and most cost effective providers for their individual businesses.

Once the appropriate plan and providers are selected, we can act as the Investment Advisor on the plan to ensure that your retirement plan investments are consistent with your overall planning needs. We then follow through by providing a comprehensive employee education program, and assisting your employees with their own retirement planning.

Accounting & Bookkeeping

Our team is prepared to make sure your company is on track. Whether you want a consultation and help preparing your own accounting records or us to prepare it for you, we can help.

Tax Planning

Small business owners face unique tax circumstances and we specialize in making sure you are maximizing your wealth by minimizing your tax burden. 

Investment Services

Put your business' cash to use. We will help you implement a plan that is aligned with your short- and long-term business goals.