JAG Financial Services

Choosing the Right Guide

Managing your finances can feel like navigating dangerous territory. It’s hard to know which direction to go. Some routes lead to dark places, such as outlasting your own savings or paying more tax than you need. So how do you choose a brighter path?

With almost 30 years’ experience offering independent financial advice, JAG acts as your eyes and ears in the financial jungle.

We always seek the best return for the lowest risk, and never give advice just to make a sale.

Our clients include business owners, the recently retired, investors – and other individuals interested in freeing up money for the things that matter most.

Contact us today to arrange a no-obligation consultation. We’ll guide you on the path to a solid financial future for your family.


Map

Want a Money Map?

Get a clear path through the financial jungle with a personal money map. With an initial consultation we’ll assess your:

  • Taxes
  • Investments
  • Retirement Planning
  • Insurance
  • Estate Planning
  • Asset Protection

From there we’ll work out how to manage your money with your goals in mind.

Guide

We Can Help You:

  • Untangle your tax affairs
  • Choose appropriate investments
  • Manage your estate
  • Plan for a comfortable retirement
  • Optimize your social security benefits

We’re also income distribution specialists – helping you to avoid costly tax penalties pre-retirement and in early retirement.

Tools

Our Credentials

Through our Chief Financial Advisor, Joseph A. Grutta, you get the benefit of:

  • Three decades of experience
  • A CERTIFIED FINANCIAL PLANNER™
  • An IRS Enrolled Agent
  • Series 6, Series 7, Series 63, series 65 licenses
  • A licensed insurance agent
  • An experienced business consultant

JAG Financial offers independent financial advice in Florida – and is licensed in several U.S. States. Services include: investment management, tax planning, estate planning, retirement planning, social security optimization, and early income distribution for pre-retirees. Contact us to arrange a no-obligation initial consultation. We’re conveniently located in the Melbourne, FL area. Come visit our Satellite Beach office.