Project Healing Waters
Whether assisting veterans, retirees, or young professionals our goal is to holistically prepare them for every aspect of their financial lives……
Devising an estate plan plays a vital role in securing your family’s financial future.
No matter what your age, retirement planning is an essential part of your overall financial road-map.
Financial Planning Services
As we see it, JHG Financial’s primary role is to protect your financial blind sides. We provide our Charlotte clients with an unbiased financial resource that can offer you advice based solely on your needs and goals. We are able to give you guidance that is truly objective, unencumbered by any potential conflicts of interest. We have no proprietary investment products to recommend and no vested interest in promoting a particular product or service. Our only interest is that your investment program meets your financial objectives and covers your financial blind sides.
JHG Financial Advisors was founded on the principle that an in-depth, hands-on understanding of your current financial situation is vital to helping you make well-informed decisions about your financial future.
We strive to simplify the decision-making process, paring down the many choices of investment products to those that fit your financial objectives, your time horizon and your tolerance for risk as measured against your short and long-term goals.
As Charlotte’s premier financial advisor, JHG Financial Advisors is setting the standard in providing comprehensive wealth management and investment advice.
With patented Risk Number® technology, we objectively calculate our investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. Let Charlotte’s JHG Financial Advisors engineer the risk in a portfolio to fit your unique and individual risk preferences and your expectations with a 95% mathematical confidence. Ever wonder if a your risk preference will allow you to achieve your goals—Let JHG Financial Advisors calculate your probability and build a map to success.
In Jud Gee's 14th appearance on WBTV Morning News, he discussed the recent volatility in the markets and how it is wise to use the right asset allocation strategy, including diversification, to help smooth the ride during rocky market conditions, with the...
On Oct. 13, 2018 Jud Gee, Managing Partner at JHG Financial, and colleague Al Prud’homme, who is JHG’s financial planning specialist, shared with the WBTV Weekend Morning News audience tips on college education savings plans and strategies. This was the...
In his 12th appearance on WBTV, Jud Gee discussed different ways viewers can spend their tax returns. As Jud’s Grandma Gee used to say, when you get a windfall, such as a tax refund, “Spend a little, Invest a little, and Give a little back.” Click on the video image...
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What’s In The E-Book
A brief retirement planning guide that will introduce you to some key concepts and tools to ensuring a retirement that is comfortable, purposeful, fruitful and happy.
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Helping Protect Your Financial Blind Sides
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