Personal financial planning

As your business grows, your personal financial challenges become more complex, your long-term objectives will change and you may well need more sophisticated strategies to build your assets, maximize your tax advantages, protect and make plans to transfer your wealth.

J.P. Morgan can offer you the same personalized service we've been providing to wealthy families for over 160 years.

A comprehensive plan
We can review your complete financial picture, taking into consideration your investments, trusts, insurance and alternative assets. We will then integrate these components into a comprehensive plan that works today and adapts to your goals at each stage of your life.

Zeroing in on key questions
Among the issues we can help you address:

• Is my investment portfolio flexible enough to reflect my financial goals as they change?
• Am I making the appropriate use of credit?
• Am I taking advantage of the right tax planning strategies for what I want to accomplish?
• Is my insurance coverage appropriate for my family and my lifestyle?

A team effort
We work with you and your attorneys, accountants and other advisors to determine the planning strategies that can best enable you and your family to achieve your goals.

Contact a J.P. Morgan Advisor to learn more about J.P. Morgan's personal financial planning services. Alternatively, you may contact any J.P. Morgan office.