JCO Company - Services

Services

During your free initial consultation, our specialist will help you get an idea of where you stand financially by helping you setup and configure a free online account with Mint.com. Using their service, you will be able to link bank accounts, investment accounts, credit cards, student loans, car loans, mortgages and more into one profile to get a complete picture of your current financial portfolio.

Roth IRA Setup

With your financial portfolio setup, JCO Company can help you setup a long term investment base to make sure you will be able to retire in your old age. Using the asset allocation prescribed by the "Gone Fishin' Portfolio", investments can be setup in order to minimize the following fees that eat away at your returns:

Taxes
Trading Fees
Management Fees

Rebalancing

In order to lock in your gains and keep your growth over the long term, JCO Company will meet with you once a year to help rebalance your portfolio.