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.
Meet Our Expert Team
At J.S. Taitt Financial, we are proud to have a talented and experienced team of professionals dedicated to helping you achieve your financial goals. Our team combines knowledge and expertise with a commitment to providing exceptional customer service.
President Jason Taitt
With over 20 years of finance experience, Jason Taitt is the knowledgeable President of J.S. Taitt Financial. His extensive expertise across all personal and corporate finance areas enables him to provide clients with valuable financial strategies and planning. As President, Jason leverages his comprehensive understanding of the economic landscape to help clients achieve their monetary goals through tailored solutions. He is a certified financial therapist who specializes in uncovering the root causes of clients’ financial challenges or successes.
Chief Customer Service Specialist LaTasha Brown
As Chief Customer Service Specialist with over 23 years of financial industry expertise, LaTasha Brown excels at delivering exceptional client experiences. LaTasha’s commitment to prioritizing clients and their needs with compassion and care ensures every client receives the highest level of service and support. Her financial insight and focus on service excellence make LaTasha an essential part of the J.S. Taitt Financial team.
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