Business Management Services for Your Success

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One of the unique features of PJFS is our extensive in-house estate planning services, which are integral to our financial management approach. Page Jenkins brings over 20 years of experience from Arthur Young & Company (now Ernst & Young), where he specialized in income tax planning as a partner. Few business management firms have the capability to offer such comprehensive services within their organizations.

In addition to estate planning, we provide income tax planning and prepare tax returns for you, your business entities, and your family as needed. Our tax planning occurs throughout the year, allowing us to help you structure transactions to minimize tax costs and maximize profit potential. We also manage investment supervision and handle governmental audits for our clients.

An important element of our service is the coordination of your investment program, which is a crucial part of effective financial management. As investment supervisors, we do not select specific stocks; instead, we oversee the performance of investment managers. Rest assured, those who perform will stay, and those who don’t will go!  

A key ingredient of our investment supervisory service is ‘asset allocation,’ essential for achieving your investment objectives. We assist you in maintaining a realistic allocation, which also plays a significant role in estate planning. Furthermore, we help you allocate your investment dollars wisely between various investment managers and brokers. Having one firm managing all of your funds may not align with your best interests. Competition fosters better results! Different investment strategies are vital for the diversification process, a critical element in every financial management plan, ultimately aiding in your income tax planning as well.

As your business manager, think of us as the conductor of an orchestra. The members of your orchestra include your attorney, bankers, stockbrokers, insurance professionals, managers, agents, and others as appropriate. As the conductor, PJFS takes responsibility for creating and overseeing your financial management plan and for coordinating the work of these professionals to ensure that all necessary functions related to your financial plan, including estate planning and income tax planning, are carried out with minimal inconvenience to you.

Additionally, we assist you in creating a realistic financial plan and budget for both the short and long term. This process encompasses not only tax planning but also cash flow budgeting, financial forecasting, and longer-term estate planning. Our full business management services include bookkeeping, paying bills, collecting and depositing funds due to you, as well as the preparation of monthly financial reports.

Our business and financial management group also provides other essential services. We review your insurance needs, refinance home mortgages, coordinate the purchase, sale, or remodeling of your residence, and oversee investment supervision, as well as the buying or leasing of automobiles or other important personal or business assets.