JATAJ Wealth Management offers the following services to our clients:
- Cash Flow Planning
- Risk Management
- Investment Management
- Tax Planning
- Retirement Planning
- Estate Planning
Clients can hire JATAJ Wealth Management to provide any, all, or any combination of the above services, all on a fee basis.
JATAJ Wealth Management does not provide tax preparation services or provide preparation of any legal documents.
Clients of JATAJ Wealth Management also receive:
- 24/7 access to your financial plan, investment accounts, performance reports, and financial documents through our secure online portal
- Copies of your Wills, Powers of Attorney, Tax Returns and any other important documents you would like at your fingertips as you travel stored securely in your very own private document storage area
- Meetings by phone of Skype (we provide a computer with a camera for qualified clients)
- Networking with other like-minded individuals through our Blog
- Invitations to events designed just for you -- meet other people that share your love of the RV lifestyle!
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