Public Safety Employees
Many years ago, we got a call from a longtime friend who happened to be a firefighter in one of the several Public Safety organizations we stay connected with. It turned out that they 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 accounts in several municipal Governments as well as a vast portion of Public Safety departments.
Education
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. Our President, James Bishopp, is the son of two teachers.
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), etc. 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.
Individuals & Retirees
SJI has the experience and tools to fit your style, goals, and risk tolerance. We will design a custom investment strategy to help you track, manage and balance your investment portfolio. We will meet with you regularly and provide hands-on guidance to help you stay confident in your plan when times are troubling. 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.
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.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Healthcare Workers and Medical Professionals
As medical professionals, 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 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, we have both an understanding of your needs and strategies that can help you pursue your goals.
Business Owners
The backbone of America is small business owners. Our president began SJI Financial Services himself in 1987 as a small financial firm that has grown tremendously. This first-hand experience gives us special insight into the needs of small business owners. We will stay loyal to you as you grow your business.
If you are a local business owner seeking financial direction, look no further. Call us to see how our experience can help you as you work to achieve your personal goals for your business.