Wealth Management with Family Values.
JCN Financial offers a range of financial services to individuals and families who are looking to partner with a financial firm to achieve their goals and grow their wealth. As a firm that is centered around family values, we understand how crucial it is to protect your legacy, your assets, and most importantly, the well-being of your loved ones.
John Neyland, CEO and fiduciary financial advisor at JCN Financial, works alongside his wife, Karen, and their daughter, Olivia, to create a hospitable environment for any client who decides to walk through their doors. As a family company, we emphasize family values and hospitality in our client relationships. If you’re looking for a financial firm that is interested in helping you protect your wealth, achieve your goals, and look after your family, JCN Financial may be the right fit for you.
Where are you on your retirement journey?
I’m in the midst of my career and
looking for investment
guidance.
I’m nearing retirement
and need to plan for the next
stage of my life.
I’m in retirement and
want to get the most value
out of my investments.
How We Service Our Clients
As fiduciary financial advisors, we structure all our financial services around our clients’ best interests, placing their well-being ahead of everything else. As fiduciaries, your best interests are our top priority; our advisors want to help you achieve your personal goals as well as your financial goals so that you can live your life to its fullest potential.
Financial Planning
Financial Planning
Life can get busy, and it can be easy to feel like you have a lot on your plate. If you don’t have the time to give your finances the attention that they need, it might be time to seek support from a trustworthy fiduciary financial advisor.
Financial Planning
Life can get busy, and it can be easy to feel like you have a lot on your plate. If you don’t have the time to give your finances the attention that they need, it might be time to seek support from a trustworthy fiduciary financial advisor.
Retirement Planning
Retirement Planning
Would you like to retire with the utmost peace of mind, knowing that your hard-earned wealth can be enjoyed, passed down, or used however you please? Working with a fiduciary financial advisor to plan your retirement is a great way to ensure that the goals that matter most to you are carried out in the most efficient and effective manner possible.
Retirement Planning
Would you like to retire with the utmost peace of mind, knowing that your hard-earned wealth can be enjoyed, passed down, or used however you please? Working with a fiduciary financial advisor to plan your retirement is a great way to ensure that the goals that matter most to you are carried out in the most efficient and effective manner possible.
Investment Management
Investment Management
No two investment portfolios are the same. When you decide to let someone else manage and optimize your portfolio, you need them to have your best interests at heart to minimize risk and maximize returns. JCN Financial utilizes what we like to call the persistent value strategy (PV) in our investment management process — a hybrid of a value-based and smart beta index active strategy. The process is quantitative and qualitative, with a strong focus on systematic risk management.
Investment Management
No two investment portfolios are the same. When you decide to let someone else manage and optimize your portfolio, you need them to have your best interests at heart to minimize risk and maximize returns. JCN Financial utilizes what we like to call the persistent value strategy (PV) in our investment management process — a hybrid of a value-based and smart beta index active strategy. The process is quantitative and qualitative, with a strong focus on systematic risk management.
Your Financial Needs Are in Good Hands at JCN Financial
Individuals and families have a lot to preserve and protect. It’s crucial to find a financial advisor who will not only aid in the management of your finances but also help you achieve your personal goals and dreams. Whether you’re looking for ways to prepare for retirement or need a succession plan for your assets, the fiduciary team at JCN Financial can assist you in all your financial endeavors.
We put family values first, and we spare no expense to ensure that you and your loved ones are in good hands so that you can enjoy the life that you’ve built and prepare for what is to come.
To start your journey towards a financial future that truly feels like paradise, schedule your complimentary financial analysis with JCN Financial!
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