As a Certified Public Accounting and a Registered Investment Advisory firm with over thirty years of productive relationships with clients, Jotkoff Financial Group can assist you in meeting your accounting, tax, business consulting, financial planning and insurance needs, without expanding your internal workforce. For these many years, we have endeavored to be a source of stability for our individual and business clients and for our community.
We can help organize your business information to provide you with meaningful data you can use to make effective management decisions. In today’s rapidly changing business world, you need information quickly so you can make timely adjustments to factors that affect your profitability.
We can assist you with your personal needs in the areas of taxation, retirement & estate planning and wealth management.
Personal financial planning is broadly defined as a process of determining an individual’s financial goals, purposes in life and life’s priorities, and after considering his resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals.
The individual’s goals are used as guideposts to map a course of action on ‘what needs to be done’ to reach those goals. At Jotkoff Finanical Group we cover all areas of the client’s financial needs which results in the achievement of each of the client’s goals.
1122 S Wickham Road
W Melbourne, FL 32904-2442