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Getting Started

Janis Financial, LLC manages goal driven portfolios for individuals, small business owners, corporate qualified plans, not-for-profit foundations and trusts.

Our services are driven by our Investment Policy Process which is centered on the client. The client's unique circumstances outlined in the Investment Policy Statement translate a client’s goals into a set of investment objectives.

Concurrent with the work of creating an appropriate Investment Policy Statement, we evaluate the overall direction of the economy to form our capital market assumptions which builds the foundation for basic asset allocation decisions.

This economic backdrop is combined with the client’s investment goals to formulate a client specific asset allocation.

Our independent in-house research, coupled with our extensive external research, provides us with the tools to select and recommend appropriate investments to "fill" the client’s specific asset allocation.

Investment Advisory Services include:

Investment Advisory Services - fee-only investment management
Objective and independent viewpoint; no proprietary products.
A personal investment policy based on your investment assets and long-term goals.
Performance tracking and rebalancing of your asset mix as necessary.
Ongoing analysis and consideration of tax consequences.
Quarterly meeting with your advisor.
Year-end analysis of your unrealized capital gains and losses and appropriate strategy recommendations.
Financial and Estate Planning
Succession planning for individuals and businesses
Insurance and Risk Management
Executive Compensation - Deferred Compensation
Tax planning
Philanthropic and Charitable Gifting
Retirement planning and Wealth Preservation

Our symbol is a compass, because navigating in the financial world is a lot like navigating in the geographic world.

To get started, in order to know where to go, you first need to know where you are.

These steps will help you get a clear picture of your location on the financial map, and what you're going to need to reach your destination.