What are your financial goals?
Most people do not have a clear-cut answer and the few that do have no idea how to meet their financial goals or even think it is possible to meet. That's why what we do is so important and life-changing.
Let’s secure your financial future by putting your financial house in order…
We believe at JiE Ventures that sound financial education isn't just for the wealthy, HNIs, or big corporations, it's for everyone! Our firm takes pride in helping one client at a time and would not rest until everyone has access to sound financial education and, in turn, makes sound financial decisions for themselves, their families, and their businesses.
Asset Protection
We educate our clients on asset protection options to mitigate against potential loss of valuable financial and non-financial assets.
Business Capital Funding Strategies
We help small to medium-sized businesses leverage an alternative capital funding strategy that precludes high-interest loans.
Complimentary Financial Education (FinEd)
We believe everyone deserves top-notch FinEd, including those that cannot afford the services of a licensed financial professional or advisor.
Creditworthiness Improvement Strategies
Creditworthiness is the first step in building financial wealth, and we take pride in designing a personalized plan to fix credit issues.
College Funding Strategies
We provide college funding options that best serve the short- and long-term needs of our clients using the most flexible and less restrictive plans available in the marketplace.
Debt Management and Tax Resolution Programs
We help our clients become debt-free through referrals to reputable firms that negotiate, manage, and settle debt and tax issues through a range of resolution strategies in a pro-client-oriented process.
Financial Assets Management
We provide financial assets management and advisory services across a range of portfolios by leveraging our vast network of financial professionals and advisors.
Financial Needs Analysis (FNA)
At the core of a healthy financial habit is differentiating between financial needs and wants. We help our clients understand their financial needs and tailor financial strategies that meet their financial goals.
Strategic 401K / IRA Rollovers
We educate our clients on 401K and IRA rollover options for optimal and guaranteed long-term growth based on a range of eligibility criteria.
Income / Life Insurance Protections
Everyone needs to protect what mattered the most – life and the ability to generate/replace income – against unforeseen circumstances.
Retirement Solutions
Want a roadmap to a great retirement life with fewer uncertainties after long, arduous years of working? We can help put a guaranteed retirement plan in place for you and those you care about.
Executive Bonus Plans
We offer options for properly structured executive bonus plans through our platinum product providers to help businesses save more, scale, and hedge against the loss of key executives
Estate Preservation
We educate and help our clients to put an estate in place to secure and preserve wealth transfer for upcoming generations.
Wealth Building and Preservation
The secret to building wealth is utilizing growth strategies that minimize loss and allow for indexed growth over time. We help eligible clients leverage indexed growth options to build and preserve wealth.
Wills and Living Trusts
We provide very affordable referral services and encourage our clients to codify their values and assets into Wills and Trusts to protect and preserve against probate and adverse occurrences.
