Want to learn more?
We are accepting a limited number of new clients who share our passion.
For consideration, please connect with us.
We are accepting a limited number of new clients who share our passion.
For consideration, please connect with us.
In concert with our clients, we craft a customized comprehensive financial plan. This process serves as a framework for couples to share and align their future vision. Identifying and prioritizing life experiences such as retirement dates and life-style, college for children or grandchildren, weddings, health care, and travel inform the scope of the plan. Further, your personal values and view of security refine our approach.
We are accepting a limited number of new clients who share our passion.
For consideration, please connect with us.
Disclosure
Services offered through 994 Group, a Registered Investment Adviser. This website is solely for informational purposes. Advisory or Financial Planning services are only offered to clients or prospective clients where 994 Group and its representatives are properly licensed or exempt from licensure. Past performance provides no guarantee of future returns. Investing involves risk and potential loss of principal capital. 994 Group is a DBA of MJR Financial LLC. No advice may be rendered by 994 Group unless a client service agreement is in place.
994 Group does not provide tax or legal advice. This material is prepared for informational purposes and is not intended to provide or be relied upon for tax or legal advice. Consult your tax or legal professional before guidance.
994 Group occasionally provides links to websites produced by other providers or industry related material. Accessing these links may direct you away from 994Group.com. 994 Group is not responsible for errors or omissions in the material on third party websites, and does not necessarily endorse all information provided. Users who access third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume the corresponding risk.