Rich Rimel, Jr., ChFC®, RICP®
Our Products and Services
When was the last time you evaluated your entire financial picture?
Many investors view their financial plan as simply an investment portfolio. However, financial planning is so much more than just investment advice. Working on an advisory fee basis, rather than only by commission, enables your financial advisor to provide you with a variety of ongoing services.
Take a closer look at the products and services you will receive from JFC Financial Services:
Planning and Investments
Portfolio Design
Investment Analysis
Fee-Based Management
Tax Planning
Mutual Funds / ETFs
Unit Investment Trusts (UITs)
Real Estate Investment Trusts (REITs)
Alternative Investments
Variable Annuities
529 College Savings Plans
Retirement Planning
Retirement Plan Services
Income Distribution
IRAs / Roth IRAs
SEP / SIMPLE IRAs
401k / 403b / 457 Plans
Profit Sharing Plans
Defined Contribution
Estate Planning
Trust Services
Estate Tax Analysis
Succession Planning
Asset Protection
Charitable Trusts
Irrevocable Life Insurance Trusts
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Insurance
Insurance Analysis
Life
Long Term Care
Disability
Indexed / Fixed Annuities
Additional Value-Added Services
Prepare and explain a financial plan
Review and analyze your financial positions
Consult with your employer regarding benefits
Consult with your attorney, tax preparer, and insurance agent
Provide online access to brokerage account information
We provide the guidance you need to make informed decisions.