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We pride ourselves in providing some of the best advice that we can for your specific goals and risk tolerance.  We can operate objectively from the conflicts of interest that often bog down many investors portfolios.  Our service standard demands that we organize our plans, formalize our process, implement that process, and continually monitor it.  Regardless of market fluctuations and changes in the world and our country, you can be sure that we will walk with you every step of the way making sure you're in the right position to feel confident about your financial future.  We specialize in retirement and investment management and help individuals and small businesses.  Let us help you Invest with Intelligence.

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400 Clinton Street • Defiance, OH 43512

Phone (419) 785-4525 • jason.bernal@bluejayfg.com

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Volunteering in Retirement

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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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The Fed and How It Got That Way

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate how much you have the potential to earn during your working years.

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How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Should I Invest In REITs?

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Emerging Market Opportunities

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Coaches

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There’s an alarming difference between perception and reality for current and future retirees.

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