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Who We Serve



Gen X/Gen Y

Investable Assets From $300,000

Who You Are:

  • You want your financial picture simplified and all in one place
  • Between your job and family there is limited time to meet multiple times a year with your advisor
  • You have a passion for environmental and social causes
  • You are the sandwich generation. You have unique financial concerns between taking care of kids and aging parents

What We Offer:

  • J2 offers the technology to view and update your financial plan online, plus the ability to integrate all of your outside accounts into one place
  • J2 offers tech-driven solutions that maximize time:      
    • Zoom meetings
    • Schedule meetings online
    • Live online chat
    • Our own custom made client app
    • Collaborate on your financial plan online
    • Text Us: 248-965-0439
    • Email Us: info@j2cmonline.com
  • Our portfolio manager will customize a portfolio of socially responsible investment solutions and companies that meet Environmental, Social, Governance
  • J2 will customize a financial plan to fit your unique life situation


Baby Boomers

INVESTABLE ASSETS FROM $500,000

 
 

Who You Are:

  • You value and trust a personal relationship with your financial advisor
  • You seek comprehensive financial solutions all in one place/by one firm
  • Your focus is on managing risk to protect your nest egg

What We Offer:

  • Our Certified Financial Planners® have an innate ability to be empathetic and compassionate to your needs
  • J2 is unique in financial services as we offer: financial, tax, and investment planning, providing a well-rounded view of all your financial needs
  • J2 offers tech-driven solutions that maximize time:      
    • Zoom meetings
    • Schedule meetings online
    • Live online chat
    • Our own custom made client app
    • Collaborate on your financial plan online
    • Text Us: 248-965-0439
    • Email Us: info@j2cmonline.com
  • J2 uses risk-managed investment strategies through our in-house portfolio manager, John Benedict


Independent RIA’s

Managing $10M+ in assets

What you get with other Investment Firms:

  • You only get access to wholesalers for your client's investment solutions
  • Limited to no support for your client meetings
  • There is no personal commitment to helping you grow your business
  • You have access to mostly canned pie chart allocations for your clients


What We Offer:

  • We offer a dedicated portfolio manager and a research analysts that can help you explain the strategy behind the investments and provide expert-level answers to client questions
  • Our portfolio management team will work with you on your key client accounts, supporting you in your most important client meetings
  • At J2, we are in your shoes as an RIA and we are committed to helping you increase your sales through prospect and client calls and/or webinars
  • We offer dynamically managed stock and ETF strategies designed to minimize market risk and help your clients sleep well no matter the market environment. As another value-added service to you, we can customize a portfolio specifically for your client



Learn More About How We Can Help You Today

Contact Us


Schedule a Meeting/Call