With more than 25 years of experience in the financial services industry, my career has been built on a foundation of trust. The trust earned by helping my clients grow, manage and preserve their wealth. Whether my clients are individuals or couples, they each have their own personal needs, goals, dreams and priorities. My mission is to create strategies and an overall plan that is personalized to match those specific client objectives.
We also work to help clients and their families pursue their lifetime and wealth transfer goals through dedicated financial planning and comprehensive service. It is also important to note that I adhere to the strict code of ethics of my Certified Financial Planner® certification, maintaining a focus on quality, integrity, competence and commitment.
My specialties include investment portfolio management, retirement plan options, tax minimization, IRA and retirement plan distribution strategies, retirement projections and estate planning.
Retired or nearing retirement with minimum investable assets of $500,000?
Please feel free to contact me for a complimentary, introductory consultation. Our main office number is 425.635.0600. I can also be reached toll-free at 800.755.5621 or by email at jfurrow@sfai.net.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
