Sharing our Firsthand Experience with Clients
Our high net worth clients benefit from the lessons learned by the extended family of JFG’s founder, Brandon Johnson. The Johnson family struggled with communication and expectations around the family’s transfer of wealth.
Brandon recognized that a holistic, successful approach to wealth management must include education and insights about responsible inheritance and excellent financial stewardship. Today, this is an important and differentiating service offered to JFG clients.
We provide our clients with transparency into financial transactions, a clear path to saving for important life goals and insight into successfully transferring wealth.
Achieving Your Financial Goals
We work with our clients to gain a clear understanding of where they are today and where they want to go in the future. Then, we collaborate on a roadmap to success.