When I created my practice, I built it with one mission in mind: to give individuals, families and business owners the clarity, strategy and confidence they need to achieve their financial goals. What makes my practice different is the care, depth and intention behind every plan we create. I do not believe in one size fits all solutions or surface level advice. Instead, I take the time to truly understand each client’s life, values and long term vision.

My approach is personal, comprehensive and rooted in education. Clients come to me because they want a guide who is passionate about helping them make smart decisions, avoid costly mistakes and uncover opportunities they may not know exist. They stay with me because they feel heard, supported and equipped with a plan built for real life not just theory.

People reach out to me when they want a collaborative partner in their financial journey, someone who brings clarity where there is confusion, strategy where there is uncertainty and a holistic perspective that goes far beyond investment management. I take great pride in helping clients realize, crystalize and ultimately achieve their financial goals with confidence and peace of mind.

A Comprehensive Strategy for Every Stage of Life

Financial planning focused only on growth leaves gaps that often become visible when it is too late to fix them. My team and I take a holistic approach that supports clients from childhood through old age by addressing the full spectrum of financial needs and efficient strategies to get ahead.

Our planning begins with understanding your goals, concerns, risks and opportunities so we can build a plan that is both strong and adaptable. This comprehensive approach includes improving tax efficiency, creating guaranteed income streams in retirement, strategizing for long term care needs and mitigating risks such as inflation, market volatility, longevity and rising taxes.

A good plan grows wealth. A great plan protects it and supports you throughout your entire life.

Why Tax Efficient, Risk Aware Planning Matters

The financial landscape is always changing. Market fluctuations, tax law updates, inflationary pressures and longer lifespans all impact your financial outcomes. This is why I focus not only on accumulation but also on preservation and distribution, the areas where many individuals unknowingly lose the most.

My strategies help you reduce tax exposure now and in the future, strengthen your financial resilience, maximize lifetime retirement income and protect your wealth from common risks. When your plan is built with purpose and structure, your money works for you not the other way around.

Clarity Begins With a Conversation

Whether you are starting your planning journey or already have a long term strategy, gaining clarity is essential. I offer complimentary financial and retirement reviews to help you understand where you stand today, whether your plan is optimized, what opportunities you may be missing and how to align your finances with your long term goals.

Even if you already work with an advisor, a second set of eyes can be invaluable. You cannot know what is good, better or best without a comparison. Many clients are amazed at how small adjustments can create significantly better outcomes.

A Team of Experts Supporting Your Plan

Many of my clients have needs that go beyond basic advising, which is why my team includes tax attorneys, trust attorneys, and advanced planning specialists who consult at no additional cost. This collaborative expertise allows us to support advanced tax planning, estate planning, business succession strategies, asset protection and wealth transfer planning.

Your financial life is interconnected. Your plan should be too.

Join Us: Retirement Planning Event on February 17 at the Chamber

As part of my commitment to financial education, I will be hosting a retirement planning event at the Chamber on February 17. This is an excellent opportunity to learn, ask questions and gain clarity in a relaxed and supportive environment. I welcome you to join us!

My mission is to help people live with financial confidence, security and peace of mind. Whether you are building your first nest egg, growing a business, preparing for retirement or protecting your legacy, you do not have to navigate the journey alone.

Your goals matter. The right plan can make all the difference. If you are ready to gain clarity or explore new possibilities, I am here to help every step of the way! 

You can reach me directly @jahdoot@ft.newyorklife.com or 310.266.6791.