Simplify your finances. Amplify your freedom.
JCJ Wealth & Tax Advisory delivers integrated planning that connects your taxes, investments, and life strategy—so you can move forward with clarity and confidence.
Book a call with Jim
Expert financial services. Tailored to you.
Personal Finance Advisory
The foundation for financial freedom.
Ideal for individuals, families, and business owners who want structure, clarity, and confidence across their financial life.
Book a call with Jim
Personal Finance Services:
Comprehensive Financial Organization & Planning
Cash Flow, Budgeting & Debt Optimization
Retirement, Estate & Goal-Based Strategy
Investment Oversight & Portfolio Alignment
Ongoing Accountability & Progress Reviews
Tax-Aware Wealth Building
Family Office
High-level strategy. Day-to-day accountability.
Your financial chief of staff — coordinating strategy, advisors, and execution.
Family office Services:
Comprehensive Financial Oversight & Coordination
Multi-Entity & Multi-State Strategy
Advisor & Professional Team Management
Investment & Estate Plan Integration
Cash Flow, Budget, and Reporting Systems
Tax & Retirement Strategy Alignment
Major Transaction Planning (sales, exits, gifts)
Annual Calendar & Deadline Management
Tax Strategy & Preparation
More than filing—forward-thinking tax strategy.
Tax season shouldn’t be a surprise. We make sure it’s part of a larger strategy.
Tax Services:
Tax Planning
Tax Preparation
Entity & State Coordination
High-Net-Worth Strategy
Estimated Tax Support
Audit Representation
Retirement & Investment Tax
Estate Planning Coordination
Entity Structuring
Frequently Asked Questions
Absolutely. Whether you’re just getting organized or refining a complex plan, we’ll create a roadmap that brings clarity to your financial decisions and helps you move confidently toward your goals.
Yes. We serve individuals, families, and business owners who want to bring structure and strategy to their finances. Our experience spans personal planning, multi-entity tax coordination, and integrated wealth management, helping ensure every part of your financial life works together efficiently.
Yes. Through our family office partnership, we provide portfolio management integrated with tax strategy and long-term planning.
Yes. We work virtually with clients nationwide using secure, tech-enabled systems that make it easy to collaborate wherever you are.
We offer transparent, subscription-style pricing based on your level of planning and oversight needs—so you always know what you’re paying for and why.
Yes. For clients who need focused tax or financial guidance before committing to ongoing services, we offer limited one-time or project-based engagements.
We begin with a discovery call to understand your goals, organize your financial data, and outline your 12-month roadmap. From there, we move step-by-step toward clarity and financial freedom.