Services
The first step to an effective financial plan is figuring out where you want to go. We want to first understand what is important to you, the things you want to accomplish, and your overarching goals.
Once your goals have been established, appropriate strategies are customized to suit each client's vision and objectives. We help clients execute a sound financial program utilizing the following products and services:
- Tax efficiency
- Investment management, including stocks and mutual funds
- Retirement planning
- Estate planning and preservation
- Asset protection through insurance and annuity products
Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
J.C. Warrick & Co does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.