We are a financial planning firm specializing in holistic planning for individuals, business owners and professionals. Our mission is to help our clients arrive in retirement financially fit, and the confidence that their plan matches their needs, wants and wishes.  Jolles Financial was built on three principals: strategic planning,  appropriate protection and the promotion of wellness.

It’s not about words; it’s about actions. 

How do we help our clients arrive in retirement financially fit?  Through a holistic planning approach, incorporating over 30 years of experience, utilizing our skills, knowledge, experience and commitment to make sure that each client has the appropriate protections in place and strategic planning based on their financial goals and personal circumstances.

What does it mean to have strategically designed planning in place?

It is not about simply plugging in a mutual fund, life insurance or a disability policy;  our planning is highly personalized.  We help our clients understand  that each piece of the planning is in place for a specific purpose.  Clients are empowered in knowing that their wealth management is designed uniquely for them.   

Why are we so committed to supporting and promoting health?

If health were like wealth, we would accept that it may take extra time and effort today, but that’s worth it because of the return on that investment tomorrow.   Neglecting health costs us individually and collectively in both health and wealth.  Being sick is very expensive in every currency that matters:  time, effort, opportunity cost, legacy and yes, dollars.  Read More