Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
Are you nervous about market volatility or your risk tolerance?
Do you wonder if you are truly prepared for retirement?
Do you feel you lack the time and knowledge base to create a solid financial plan?
Would you like a second opinion on your investments or portfolio?
We’re Here to Help Virtually
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
In our no-cost introductory phone call, we’ll discuss:
Which financial questions do you have?
What worries you about your financial future?
What are your concerns or goals when it comes to investing?
During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.
How to Prepare for Our Call
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!
Get Started Now
Schedule your free 30-minute introductory phone call today to:
Plan to maximize your financial future.
Get answers to your specific questions.
Get personalized recommendations for your unique situation.
You may also call 248-641-4444 or email firstname.lastname@example.org.
About John Benedict
John Benedict is CEO, investment advisor representative, and portfolio manager at J2 Capital Management, a boutique financial advisory firm specializing in in-house custom financial planning, tax, estate, and investment management. With over 20 years of experience, John is passionate about helping clients navigate uncertain markets, reduce risk, and plan for a sound future. John combined his talents and passion in statistics and technical analysis to create J2’s tactical strategies, managing them since the beginning of the organization. He is known for being a visionary and continually looking for ways to improve J2’s services and strategies to better serve his clients. John graduated from Central Michigan University with a degree in business administration and finance, and his thoughts on markets and technical analysis have appeared in The Wall Street Journal, Investment News, and on Moneyshow.com. He was also a contributor to the book The StockTwits Edge: 40 Actionable Trade Set-Ups from Real Market Pros.
When he’s not working, you can find John boating or participating in water sports and spending time with his wife, Janine, and his three children, Jack, Alexis, and Saraphina. To learn more about John, connect with him on LinkedIn.
About John Salomon
John Salomon is CFO and CCO at J2 Capital Management, a boutique financial advisory firm specializing in in-house custom financial planning, tax, estate, and investment management. John spent more than 20 years as a practicing CPA before earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and making a career pivot so he could offer more value to his clients. John specializes in providing advanced planning and tax strategies and helps clients manage risk so they can have confidence in their future. John is known for his commitment to building long-term relationships with his clients and loves getting to know them at a deeper level so he can provide personalized service that will make the most impact on their lives. John has a bachelor’s degree in accounting from Michigan State University.When he’s not working, you can often find John on the golf course or spending time with his wife, Michele, and their three children, Emily, Nicholas, and Aidan. To learn more about John, connect with him on LinkedIn.