Solutions & Services

At JPS Financial Services, Inc., we have extensive experience and knowledge to build you a financial plan that will best fit your needs.  

We provide financial advice in the following areas:

• Retirement Income Planning
• Estate/Legacy Planning 
• Goals Based Financial Planning
• Risk Management Strategies
• Tax mitigation & deferral of taxes

If capital gain taxes are preventing you from selling your business or property, know your options:

Tax Strategy options when selling a business or property:

1) 1031 Exchange Programs for accredited investors only

2) Advanced planning— you can defer capital gains, reduce estate taxes and create liquidity without the need for a 1031 exchange. Contact us to find out more information. 

Schedule your complimentary consultation with JPS Financial Services, Inc. today!