Financial Products

Overview

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The principals of JSK (Jerome Keenan and Paul dos Santos) also own a full service broker dealer International Equity Services Inc. We can provide our clients with a large line of financial products.

Our product is our ability to manage money. I like to say that we are in the money growing business. That is our target. It is not only about just how fast and how many times we can double your money and we are well motivated to do it but we are even more motivated to protect your assets. You see, our fee is based on the size of your account with us so we are interested in making it grow and keeping it protected from declines.

Retirement planning, estate planning, tax planning, and insurance planning are just some of the modules that make up a complete financial plan.

The cost of developing such a plan depends on the complexity of the client's situation. Generally, a financial planning fee is agreed upon in advance and the client pays a retainer. We then develop and implement the complete financial plan over a series of planning meetings.

During each meeting, a specific subject will be discussed, and complex subjects such as estate planning may require multiple meetings. For each subject (module), a report or series of reports are prepared. Once the details have been worked out and finalized, the appropriate documentation is then prepared.

Generally, if you are an investor with us, most of the financial planning is done at no cost to you since we are already receiving an asset management fee. This of course depends on the complexity of your situation, and the value of assets under management.

To request an estimate for your specific situation, please call us at 1-800-259-7130.