Jeffrey Tilson, Crpc, Aams, Awma Email & Phone Number

In a world of almost infinite investment opportunities and quite frankly, information overload, it can be very confusing how to shut out the noise. Let me help you be objective in making the right decision with a very emotional item--your money! We develop a goal oriented plan and choose together a proper strategy without all the guesswork. For my Small Business clients, I provide a low cost, open architecture retirement plan solution. I manage and service the entire plan so owners can concentrate on growing their business. There are no commissions or withdraw penalties at any time on investment management services (FEE-ONLY). Would love to connect with you here on Linked-In and always an email or phone call away. Please visit my website to learn more on how I can help you. http://www.jstinvestmentconsulting.com/working-with-jst/Key benefits of working with JST:>Customized guidance based on your entire financial picture>Attentive, responsive, and personal relationship>Simple and transparent fee structure>Expertise to support your complex financial needs>Your money is held with an independent custodian, not the advisor firm>Your best interest always at top of mind (Fiduciary)Here are a few of the advanced strategies I use to help my clients use money to create the life they want:>Understanding your financial programmingPSYCHOLOGY>Rewriting your internal money scripts into powerful new onesCOACHING>Avoiding emotional investing decisions that cost average investorsCOACHING>Turning financial overwhelm into confidence and controlSYSTEMS>Creating a step-by-step financial action planSYSTEMS>Optimizing your taxesADVANCED TECHNIQUES>Optimizing your investments for your goalsADVANCED TECHNIQUESBiography:Fee-Only Investment Advisor and President of Seal Beach-based JST Investment Consulting, a firm he started in 2011 after successfully co-managing and servicing clients representing approximately $220 million of client investment assets as a financial advisor with Ameriprise Financial Services for 10 years. He started his referral-only investment consulting firm to seize the opportunity he saw to provide a high level of service at more cost effective platform he can pass on to his clients. Jeff lives an active lifestyle and also enjoys spending time with family, traveling, and church activities, just to name a few.Specialties: Investment Management, Retirement Planning, Education Planning, Investment Risk Mitigation, Protection Planning, Small Business Retirement Plans

Listed skills include Investments, Wealth Management, Strategic Financial Planning, Financial Advisory, and 36 others.