Constance Amstutz, Cfp® Email & Phone Number

We are bound by relationships we build and connections we share, not just with people, but with every aspect of our life. Part of connecting the pieces to our puzzle is understanding the underlying values of each piece. Congruently, these pieces make up our big picture – goals, aspirations, wishes, and desires. With my background in social work, I utilize the understanding of human development characteristics – how inherent behaviors as well as social, economic, and cultural institutions and interactions influence us and our financial views. As a financial advisor, I work alongside you to explore those aspects and focus on planning the best financial outcome for you and your family based on your specific objectives. At JFS, I work with a caring, highly experienced team of advisors who provide high-touch financial services guided by our Lifetime Planning Continuum®, an approach that focuses on clients’ distinctive impact points. From investment strategies and tax planning, to retirement and estate planning, we work with clients across the spectrum of ages and generations.As an independent, fee-based firm, we are unaffiliated with large institutions, so we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests. When they succeed, so do we.Specialties:• Principles of long-term investing• Financial plan development• Budgeting/cash flow planning and management• Investor psychology• Estate planning• Charitable giving

Listed skills include Legal Research, Operations Management, Legal Documents, Team Management, and 34 others.