JRF Asset Advisors, LLC is an independent, full-service, financial advisory firm providing customized services to our clients since 1986.
We believe it is essential to work with clients to achieve client goals. At JRF we are knowledgeable about all the financial planning disciplines, including investment, retirement, estate, insurance and business succession planning, as well as college planning and tax planning.
Newsletters
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Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.