Some of the issues that we come across most often are related to individuals and families that have money to invest and need help formulating a plan. Perhaps they don’t have enough money to qualify for a money manager, or they are looking for a relatively simple solution to get their investments set up and going.

LSJ has recruited CPAs and CFPs that will work for an hourly fee – not a percentage of your overall funds – to help you get set up and reach your financial goals.

Please email us to get access to a financial advisor:  info@livingsmarterjewish.org