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Click on the appropriate link to sign up for any member of the InvestToWin family of services from JSK Associates.
Currently open to participants in the 401(k) program of General Electric, IBM, Lockheed-Martin, and AT&T. Under this program, we assist you in maximizing the value of your retirement fund by carefully monitoring the markets for your company's stock and other investment options, and immediately alert you when conditions dictate a change in investment mix. The purpose of this program is to help you accumulate enough in your plan so that you will be in a position to retire comfortably when the time arrives.
Disclaimer: We are in no way affiliated with, sponsored by, or connected with any of the companies whose plans we offer advice on.
plus 1/4% of excess; Minimum $300/year
Billed annually to $500/year; semi-annually for $500-1,000/Year; quarterly above.
Asset Management
Our asset management program is unique because it offers full asset management on a non-discretionary basis. Each investment decision is pre-approved by you and you can make your own trades and changes to the portfolio.
Each portfolio is individually tailored for each client. Because we are paid a fee based on the value of the account we have just as much incentive as you to grow the value of your account, and we are just as concerned as you about potential pullbacks in the market.
95 Church Street, White Plains, NY 10601
Member NASD & SIPC
There is no charge or obligation until we receive your written acceptance of our pricing.
Financial Planning
Encompases a wide range of services which can be used separately or in any combination to meet your individual needs.
- Retirement planning
- Estate planning
- Tax planning and minimization
- Insurance planning, including coverages such as life and nursing home insurance
Price:
There is no charge or obligation until we receive your written acceptance of our proposal.