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Jared Friedman, CFP®

The Pro Financial Group Way
7 Steps to Financial Success
certified financial planner NJ
  1. We help you establish your goals and objectives.  These may change many times but today what would you like to accomplish?

  2. We review your current situation. What do you have coming in, what is going out, what are your assets and liabilities? This is a labor intensive process but we walk you through it.  

  3. At this point we analyze  your current situation based on what you are trying to accomplish and identify any obstacles in your path. 

  4. Once obstacles are determined, we provide alternative strategies to help you achieve your goals and objectives

  5. Together we review the benefits of the alternative strategies and discuss their effectiveness

  6. The appropriate strategies are selected and implemented to put your plan in action.

  7. Financial planning is an ongoing process so we have periodic reviews and assessments to determine if strategies are working and if any changes need to be made. 
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 Securities and Advisory Services offered through IFS Securities, Member FINRA/SIPC,3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-419-7597. Advisory services offered through IFS Advisory. IFS Securities and IFS Advisory are affiliated. Pro Financial Group and International Financial Solutions Inc are not affiliated companies.

IFS Securities does not provide tax advice. Any discussions of taxes is for informational purposes. You should consult with an attorney or accountant concerning tax advice. The projections or other information generated by calculators, regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of mutual fund products, including its underlying investment options. The current prospectus provides this and other important information. Please contact your representative to obtain the prospectus(es). Please read the prospectus(es) carefully before investing or sending money.

This communication is strictly intended for individuals residing in the state(s) of CA, CT, GA, MD, MA, NJ and NY. No offers may be made or accepted from any resident outside the specific states referenced.

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