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Wealth and Investment Planning Services

At JCCS we are committed to helping you with personal and business needs. Whether it's setting up an individual retirement account or establishing a non qualified deferred compensation plan JCCS is your financial headquarters to success. Our wealth advisory team is comprised of highly qualified professionals with the expertise you demand.

Given the current financial markets it is more important than ever to have a sound wealth management plan. Our comprehensive approach to your financial needs helps you prepare for the future.

Let our team guide you to wealth care success. Contact us today to schedule your wealth management review.

Some of our services include:
  • Investment Planning
  • Retirement Planning
  • Real Estate Investment Trusts
  • Direct Participation Programs
  • 1031 Exchanges
  • Succession Planning
  • Non Qualified Deferred Compensation
  • Buy-Sell and Key Person Insurance Solutions
  • Managed Money Accounts
  • Business Employee Benefit Planning
  • Long Term Care Solutions


    • Click here to contact a JCCS Wealth Advisor.
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    "Securities offered through 1st Global Capital Corp., Member FINRA/SIPC
    Investment advisory services offered through 1st Global Advisors, Inc.

    We currently have individuals licensed to offer securities in the states of AZ, CA, CO, HI, ID, MN, MT, NC, NV, OH, OR, UT, VA, WA and WY.
    This is not an offer to sell securites in any other state or jurisdiction."
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