(785) 640-7233
jcfinancialks@gmail.com

Topeka, Kansas

Schedule a Meeting With Jarrod or Call 785-640-7233

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Topeka, Kansas

  1315 SW Arrowhea Road Topeka, KS 66604
 Office: 785-640-7233
 Fax: 785-506-8061
jcfinancialks@gmail.com

We’ll Plan for the Whole Journey, Together.

The JC Financial & Insurance Services Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1: Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture

Step 2: Strategy

  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go

Step 3: Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection