Plan
HOW WE HELP YOU PLAN
We are planners. We are holistic. We’ll get to know you, and once we do, here’s what Jaguar can offer you:
Financial Planning
We are dedicated to planning for your goals comprehensively. Whether it's retirement, education, tax planning (with assistance from tax counsel), estate planning (with assistance from legal counsel), charitable giving, or advanced planning (including access to CPAs, JDs, CFPs, and paraplanners, with additional fees applying), we are here to ensure your financial future is secure and aligned with your aspirations.
Retirement planning
Our retirement planning services are tailored to both personal and small business needs. For personal retirement, we offer planning for IRAs, rollovers, and conversions. For small businesses, we provide solutions for 401k/PS plans, defined benefit/cash balance plans, and SEP/Simple IRAs. Additionally, we assist with cash flow planning and conversion planning to optimize your financial strategy.
Small business services
We understand the unique financial challenges faced by small businesses. Our services include short-term cash management needs, retirement services such as 401k/PS, defined benefit/cash balance, and SEP/Simple IRAs, and succession planning to ensure a smooth transition and continued success.
Planning-only services
We also offer planning-only services on a case-by-case basis. Whether you need a one-time financial plan or ongoing strategic advice, we are here to provide the tailored solutions you require.