Services

At J.S. Taitt Financial, we provide bespoke financial planning to assist you in taking charge of your money and achieving your financial objectives. Our licensed advisors design specialized programs considering your earnings, expenses, debts, and assets. We offer advice on many topics, including setting up a budget, controlling debt, increasing retirement savings, lowering taxes, boosting credit, assessing mortgages, paying for college, finding employment perks, and more. We enable you to accumulate wealth, achieve financial freedom, and achieve peace of mind by providing you with sympathetic help. To begin preparing for your stable financial future, get in touch with us right away.

Financial Therapy

Our certified financial coaches help you obtain financial clarity and take action on financial health-related matters.

Health, Life Insurance, & Annuities

Along with our sister company 5T Health Group, we are offering year-round health insurance, medicare supplement plans, and life insurance at competitive prices.

Financial Planning

We offer personalized financial planning services to help you achieve your financial goals and secure your financial future.

Financial Coaching

Our team is accredited in financial counseling and financial therapy and can offer individualized financial coaching based on your specific objectives and needs.

Estate Planning

Bespoke estate planning services are provided to protect your wishes and provide peace of mind. 

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About Us

As an established financial planning firm with over 20 years of experience in the industry, J.S. Taitt Financial seeks to empower marginalized communities through comprehensive financial guidance and education. Our team of accredited financial advisors and certified financial planners offers a vast array of services to assist clients in achieving financial security and accumulating enduring generational wealth.

Our company offers individualized retirement planning, utilizing 401ks, IRAs, and other retirement accounts to assist clients in preparing for their golden years. In addition, we provide customized estate planning services, such as wills, trusts, and legacy protection strategies. Moreover, we offer tax preparation and planning, credit analysis and repair, student loan counseling, and fundamental and advanced budgeting services.

Using our expertise in debt-free financial planning and grantor trusts, J.S. Taitt Financial develops customized strategies to assist each client in securing their financial future. We help military families, minorities, and low-income communities accumulate assets and close the racial wealth disparity.

At J.S. Taitt Financial, financial independence and tranquility are necessary for a fulfilling existence. As certified financial counselors and planners, we recognize the complexity of finance, but our individualized advice can help any client achieve their financial objectives.

Contact J.S. Taitt Financial today to begin your journey of building generational wealth and dynastic assets by joining our mission of financial empowerment. Our team of financial experts is prepared to provide you with the necessary education and planning to safeguard your financial future.

FAQ’s

FAQs:

Provided Services

Our financial planning firm offers comprehensive services to help you attain your financial objectives. Included are:

Services for retirement preparation

Our retirement planning services consist of a comprehensive analysis of your current financial situation and the development of individualized strategies to help you save and invest prudently for your post-career years. We assist in optimizing your 401(k), IRA, and other retirement accounts so that you may retire comfortably.

Services in Estate Planning

Our estate planning services include the creation of personalized last wills and testaments and living trusts for the protection and distribution of your assets. We assist you in avoiding probate so that you can efficiently transfer your estate to your successors.

Tax Preparation and Planning

Our tax services include the most recent tax reduction techniques and audit defense to reduce your IRS tax obligations legally. We remain current on tax law to optimize your tax-deferred retirement and investment accounts.

Credit Repair and Debt

Our debt reduction services include developing realistic budgets and identifying expenses to reduce to pay off debts more quickly. We also dispute inaccurate information on your credit report to aid in the improvement of your credit score.

Financial Aid for College

Our college financing services guide financial aid options, including assistance with FAFSA applications, the maximization of 529 college savings plans, and student loan strategies.

Budgeting

Our budgeting services provide the resources you need to manage your finances. We assist you in mastering money management and achieving monetary clarity.

Trustworthy Professional Financial Advisors

Our company’s leader is Jason Taitt AFC®, CES™, CFT-I™, an Accredited Financial Counselor and Financial Therapist with over 20 years of experience in the finance industry. Our principal customer service expert, Latasha Brown, has over 23 years of experience. When you work with us, you can rely on our team to provide customized advice based on decades of combined financial planning experience.

Universal Financial Education

We provide marginalized groups and communities with education and direction to promote financial security and stability. Our mission is to assist clients like you in accumulating intergenerational wealth and assets.

Explicit, Transparent Financial Planner Fees

Our financial advisor fees depend on the specific services you require. Before beginning any work, all payments are discussed and agreed upon in advance. Your objectives are the focal point of our team’s transparency.

Get in Touch

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