Aguirre-Jankowski Group

Wealth management is similar in theory to flying a plane from New York to Los Angeles.  Most do not realize it is off course over 90% of the journey but it is the responsibility of the pilot to make the small but yet necessary course corrections to get you to where you need to be.

If you are off course by a single degree, the incorrect trajectory will cause the pilot to land in the wrong place at the wrong time.  Like a pilot, it is our mandate as your financial advisory team to navigate your financial strategies to keep you headed in the right direction.  Over time, a few missed dollars or an unexpected change in income can turn into financial turbulence that could land you in the wrong place for any financial goal.  It is the commitment of the Aguirre-Jankowski Group to keep you on course.

No matter where you are headed, the Aguirre-Jankowski Group is your answer to complete wealth management.   We have made it our goal over the last two decades to utilize the best practices and strategies available so that every single client can feel confident in their future.  Every plan that we construct is specifically tailored to the needs of each client and is constantly evolving to account for all of life’s major events:

• Private business sales and evaluations
• When to take Social Security
• Healthcare costs
• Planning for retirement
• Saving for a loved one’s education
• Estate Planning (inclusive of future distribution and gifting programs)
• Managing cash flow while minimizing tax obligations
• Insurance planning
• Credit and lending (personal and business)