JFS Wealth Advisors

We are delighted to share the news that JFS Wealth Advisors is a finalist in the 10th Annual WealthManagement.com Industry Awards. Congratulations to our Business Growth & Transitions team for being recognized under the Client Initiatives category. Well done to Louis V. Colella, CPA, PFS, CFP®, CEPA, Sean Gibbon, CPA/PFS, CFP®, CEPA, Kevin Renne, CFP®, CEPA™, Ryan Kennis, CFP®, CEPA™, Jacqueline Palm, and Alicia Umbel for all their hard work and dedication building this new service. No compensation was provided to obtain or market this award. #Wealthies #WMIA https://lnkd.in/gPZzDavM

Are you interested in challenging and energetic work in a constantly growing and evolving team? We know just the place. Take a look at our careers and our open positions here. Start your JFS journey today. #JFSWealthAdvisors #JobOpening https://lnkd.in/g7RrUUZC

Last month, thirteen members of our team celebrated their work anniversaries. Thank you all for your hard work and dedication at JFS Wealth Advisors. Congratulations to: • Erin Steele, 16 Years • Sarah Amey, CFP®, CIMA®, 13 Years • Lisa Shanefield, 7 Years • James Riley, 6 Years • Joseph Salmen, CFP®, 6 Years • Austin Sambuco, CFP®, 5 Years • Morgan Ramsey, 3 Years • Kira Chambers, 2 Years • Ryan Santillo, 2 Years • Jennifer Johns, 2 Years • Joe Millard, 2 Years • Jackie Palm, 2 Years • Allyson Kimble, 1 Year #JFSWA #WorkAnniversary

We are hiring for a Retirement Plan Advisor. Our JFS team is growing. We are excited to welcome and work with a retirement plan advisor with 3-5 years of experience who is passionate about serving clients. This role includes: • Client relationship management: Work closely with clients, providing excellent service, and building relationships. • Investment and plan strategy development: Develop and monitor investment strategies and enhance knowledge of qualified and nonqualified plan design alternatives. • Business development: Engage in business development activities, including creating and presenting plan proposals. If this sounds like a good fit for you, find more information and apply here: https://lnkd.in/gbdVWA-f #RetirementPlanAdvisor #JobSearch #Hiring

“The next level is an investment advisor, again like JFS (Wealth Advisors), a professional who is responsible for managing continuous investment decisions.” There are different levels of fiduciaries, investment stewards, investment advisors, and investment managers, each with its own roles and responsibilities when it comes to managing qualified retirement plans. Plan sponsors must understand who is a Fiduciary and what decisions to make as a Fiduciary, including what experts to hire as a co-fiduciary. You can watch more from our recent webinar here: https://bit.ly/3Xhd9sU #RetirementPlanManagement #FiduciaryAdvisors #BusinessRetirementPlans

This time last month, chapter President Louis V. Colella, CPA, PFS, CFP®, CEPA, and his team launched the EPI Mahoning-Shenango Valley Chapter with an excellent first event. It was great to see local business owners and industry professionals coming together to learn more about business growth and transitions. Thank you to all who attended and to Exit Planning Institute CEO Christopher Snider, CEPA, for sharing some wonderful insights. You can learn more about the chapter here: https://lnkd.in/eiz8XyMy

No one ever said parenting would be easy—or cheap. Especially for those new to the parenthood game, the increased responsibility can be pretty daunting, and the financial implications even more so. But there are some simple tips that can help you get started on the right foot as a new parent. Our article provides some basics.

For individuals with ownership in a small business or those residing on a family farm, the FAFSA form introduces a new requirement. These applicants must now report the value of their business or farm as part of the application process. This change provides a more comprehensive view of an applicant's financial situation, seeking to make a fair and accurate assessment of their eligibility for financial aid.

Congratulations to our Wealth Advisor Joseph Salmen, CFP®, on being named one of the Shenango Valley Chamber of Commerce 30 Under 40 winners in 2024. We’re delighted to see Joe’s contributions to both the financial planning landscape and the local Shenango Valley community rewarded. Well done, Joe! Learn more about the awards and winners here: https://lnkd.in/gEzYzS9t #ShenangoValleyChamberofCommerce No compensation was provided to obtain or market this award.

The kids are home for the summer, and many parents and grandparents are planning for summertime fun: camps, family vacations, and special celebrations. Summer is also the time when some kids—especially teens—are taking part- or full-time jobs to earn some extra money. Parents and grandparents, why not spend some time helping the youngsters learn to manage the money they’re earning? Our article offers some fun and creative ideas for teaching financial awareness and basics. #financialliteracy #familyfun https://lnkd.in/gx2U-Kww