We serve the following communities

K12 Teachers and Staff

SJI has always taken pride in helping to provide the finest, most competent financial services to all members of the educational community since the day we opened our doors in 1987. In fact, our President, James Bishopp, is the son of two teachers, records a bi-monthly podcast geared toward the people we serve :The Money Study, and has written a book on retirement planning for educators: A Lesson Plan in Retirement.

Through our years of experience and as Investment Advisor Representatives of LPL Financial, we provide financial services and investment products to literally thousands of Education Professionals in both the Grand Canyon State and The Land of Enchantment. 



Univerity and College Professors and Staff

Whether you're employed by one of the great Universities in Arizona like The University of Arizona (UA), Arizona State University (ASU) or Northern Arizona University (NAU) or a Junior College like San Juan Junior College, Maricopa Community College, Pima Community College or any other in Arizona or New Mexico, we've got you covered.  

We provide many of the same services afforded to our friends in the K12 environment but also maintain a solid understanding of the Optional Retirement Plans and other financial options offered to these institutions of higher education.



Public Safety Employees:

Many years ago, we got a call from a longtime friend who happened to be a firefighter in Flagstaff Arizona and in a leadership role with the United Flagstaff Firefighters Association Local 1505. It turned out that he had a colleague who was terminally ill and needed our help in managing financial matters for the family. Of course, we obliged thus beginning our work with Public Safety employees.

Today, through our relationship with LPL Financial we offer 457 Deferred Compensation plans to several municipalities and fire districts, and provide financial services to hundreds of Public Service employees.

Note: We have included interviews with Public Safety folks on our podcast; most notably, Nate Webber of the Tucson Firefighters Association Local 479.  Check it out on our You Tube Channel under The Money Study SJI or any of the popular podcast channels!

*Nate Webber and the Tucson Firefighters Association Local 479 are not affiliated with LPL Financial.

 


 

Healthcare Workers and Medical Professionals

As a medical professional, we understand that you face several unique challenges from paying off student loan debt to saving for retirement and minimizing your taxes along the way. Whether you currently work as a physician or manage your own practice, we will address the details of your career so you remain proactive in your spending and educated in your finances moving forward.

Representing LPL as a provider of retirement plans in several hospitals in Arizona and New Mexico, most notably Yavapai Regional Medical Center in Prescott Arizona and San Juan Regional Medical center in Farmington NM, we have both an understanding of your needs and a solution to help you achieve your goals.

State Retirement Employees

Since our beginning, retirement planning has been a paramount aspect of our business. We strive to stay true to this and always be knowledgeable about the most current legislation that affects public service and education professionals. This helps us to find the best retirement, health insurance, and disability benefits to fit your needs.

If you are an employee of the state of Arizona or New Mexico, it is essential that you begin taking advantage of your opportunities and start working towards retirement. SJI Financial Services will help you plan for your next stage.

School Districts, Municipal Governments, and Fire Districts:

The 403(b) regulation change that occurred in January 2009 afforded us an opportunity to work closely with a large number of school districts throughout Arizona. 

Again, through our relationship with LPL Financial, we offer 457 Deferred Compensation accounts in several municipal Governments as well as several Fire Districts, most notably The City of Flagstaff, Coconino County, The City of Lake Havasu, Summit Fire, and Highlands Fire in Northern AZ.


 


 

Individuals

SJI has the experience and tools to help you meet your personal financial objectives, determine exactly what you are looking for and how much risk you are willing to take. We will design a custom investment strategy just for you.

We have access to a range of investment products and tools including an advisory platform that includes mutual funds, exchange traded funds and separately managed accounts. Contact us to see how we can help you!



Retirees

SJI has been helping to create retirement plans for retirees since our inception nearly 30 years ago. We pride ourselves on providing, maintaining and monitoring retirement plans that provide reliable, dependable income streams for our retired clients. By combining all the financial products at our disposal including fixed and variable annuities, fee based management accounts, mutual funds and more, we help meet the needs of retirees.

 


Business Owners

The backbone of America is small business owners. Our president began SJI Financial Services himself in 1987 as a small financial firm which has grown tremendously. This first-hand experience gives us special insight into the needs of small business owners.

If you are a local business owner seeking financial direction, look no further. Call us to see how our experience can help you achieve your personal goals for your business.