Once the appropriate data is received by you, an assessment of your financial situation as to where you are now and where you need to be will be made. Based on that assessment, appropriate recommendations will be made. The JR Financial Group, Inc. can also help you implement the various recommendations made and can monitor your progress on an ongoing basis.
The bottom line is that you leave our office with a definitive roadmap which serves as your working document towards achieving financial independence.
You can start by downloading our Tax Organizer from our Tax Services page.
Form 1040 and Supporting Schedules Preparation
Year-End Tax Planning
Education and College Planning
We can assist our clients in meeting their life goals by identifying financial exposures and then assisting with the proper management of their financial resources. This can be accomplished only after appropriate quantitative and qualitative data have been gathered and evaluated. Related financial issues are then identified and clients may be directed to other appropriate professionals for resolution, implementation, continuous monitoring, and as necessary modification are an integral part of the process.
The JR Financial Group, Inc. can help you achieve your goal of financial independence by providing you with a comprehensive look at your overall financial situation. An analysis of your cash flow, net worth, insurance needs, education needs, investment opportunities, income tax pitfalls, retirement needs, potential estate planning blunders, and other areas are performed for you in either an integrated (comprehensive) or modular (singular) manner.
Income Tax Preparation
The firm looks to legitimately minimize your income taxes and provide a tax planning service for all its clients
The firm follows the financial planning process tested by the CFP Board of Standards. It provides you with a roadmap and directs a path to take you where you need to go from where you are currently.
We have run our program privately for many large companies throughout the country as well as through many major universities such as The Ohio State University (OSU), New York University (NYU), Arizona State University (ASU), The University of California - Riverside (UC), The American College and The Metropolitan State University of Denver.
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, Certified Financial Planner™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Rattiner's Financial Planning Fast Track, Inc., is a Review Course provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards Inc. CFP Board does not endorse any review course nor receive financial remuneration from Review Course providers.
Metropolitan State University is a registered program with Certified Financial Planner Board of Standards, Inc. Rattiner's Financial Planning Fast Track, Inc., is the marketing organization for the instructors who teach the program which is registered through the Metropolitan State College of Denver.
Metropolitan State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.
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6410 South Quebec Street, Centennial, CO 80111