Financial Services in Miami Beach, FL
As a Certified Public Accounting and a Registered Investment Advisory company with over 30 years of productive relationships with customers, Jotkoff Financial Group can help you in meeting your accounting, tax, business consulting, financial planning and insurance requirements, without expanding your internal workforce. For these many years, we currently have endeavored to be a source of stability for our personal and business customers and for our community. We can assist organize your business information to supply you with meaningful data you can use to make effective management decisions.
Financial Planning Services
read morePersonal financial planning is broadly defined as a process of determining an individual's financial goals, purposes in life and life's priorities, and after considering his resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals. The individual's goals are used as guideposts to map a course of action on 'what needs to be done' to reach those goals. At Jotkoff Finanical Group we cover all areas of the client's financial needs which results in the achievement of each of the client's goals.
read moreInsurance, in law and economics, is a form of risk management primarily used to hedge against the risk of a contingent loss. Jotkoff Financial Group's independent state licensed insurance brokers source the most appropriate personal and business insurance products on behalf of our clients.