A SOUND PLAN FOR
YOUR FUTURE
These days it
can be hard to find the time to concentrate on long-range
financial planning. Even if you could find the time to devote
to drawing up a plan for your financial future, would you have
the knowledge, expertise and experience necessary to come up with
a sound set of goals and methods of implementation? Probably not.
That's why it's reassuring to know that there's a professional
who is eminently qualified as
a specialist in just these matters. Whatever your net worth or
income, during a free initial consultation, you'll learn how the
services of Jasam Financial Planning, Inc. and Steven D. Klein,
can help you in setting and
achieving viable financial goals for the future.
Consultation
There will be an extensive intake session with you,
and after an examination of your financial data and documents,
will consult with you to define and prioritize your own
personal financial goals and requirements. Goals and objectives
are determined and, based on all the information gathered,
methods of achieving them are devised.
Then a thorough and confidential written financial plan is
prepared. No client is too large or too small for us to
service with sound financial advice.
Recommendations
To achieve the
goals in your personal plan, Jasam will make recommendations in
the areas of insurance, investment, tax, retirement, and estate
planning. Jasam will address these areas in light of current
legal, tax and economic conditions, using fundamental and
technical analysis, along with a team of Certified Public
Accountants and attorneys who specialize in estate planning,
wills and trusts. These recommendations will be acted upon,
within a set time frame, so that the goals of your plan can be
accomplished.
Implementation
If appropriate to your plan, Mr. Klein will initiate long and
short-term purchases through Alternative Wealth Strategies, Inc.
Commissions may be earned as a result of these transactions.
Neither Jasam nor Mr. Klein will
have discretionary authorization on your account. We will consult
with you before any recommended
purchases or sales are made - the final decision is yours. You
retain control of your funds,
since you will make your investment checks payable either to
fiduciaries or to the investments
themselves, never to Jasam.
Follow-Up
Frequent close
communication makes for an effective working relationship between
you and your financial planner. Jasam regularly reviews your
account and reports to you periodically, keeping you well informed
about your progress in achieving your financial goals.
Services Provided
Sound advice and comprehensive services to make your future all it can be.
Insurance
Life Insurance
Disability / Health Insurance
Fixed Annuities
Variable Annuities
Securities
Government Securities
Municipal Bonds
Corporate Bonds
Equities
Mutual Funds
Direct Participation Programs
Financial Planner for:
Individuals
Pension and Profit Sharing Plans
Trusts, Estates, or Charitable Organizations
Corporations and Businesses
Background
Steven D. Klein
Training and specialization are key elements
that qualify Mr. Klein to help you accomplish your financial objectives.
A 1973 graduate of the State University of New York at New Paltz, Mr. Klein
has spent more than fifteen years in management of a major corporation.
In 1990 he earned a Financial Planning Certificate from Adelphi University.
Mr. Klein must fulfill annual continuing education requirements to keep up with current developments in the financial world.
Contact Us
Via Mail:
Jasam Financial
Planning, Inc.
5 Hudson Court
Lynbrook, NY 11563
Via Phone:
Local: (516) 593-0737
or
Via E-mail:
jasamfp@aol.com
Last Updated: March 8, 2007
Website designed by: Scott Tunkel