Improve Your Business Today

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One of the unique features of PJFS is that we offer extensive in-house estate planning services. Page Jenkins’ background includes more than 20 years with Arthur Young & Company (Now called Ernst & Young), where he specialized in tax planning as a partner in that firm. Few business management firms have this capability within their organizations.

We offer income tax and estate planning services. In addition, we prepare tax returns for you, your business entities and your family, as necessary. Income tax planning takes place throughout the year. We advise you how to structure transactions so as to minimize the tax cost and thus maximizing profit potential. We also handle governmental audits for our clients.

An important element of our service is the coordination of your investment program. As investment supervisors, we do not select specific stocks but rather, we oversee the performance of investment managers. We consistently monitor their performance. Be assured, those who perform will stay, those who don’t, go!

A key ingredient of our investment supervisory service deals with “asset allocation.” We help you maintain a realistic (and safe) allocation so that you can meet your investment objectives.

In addition to our assistance with asset allocation, we help you allocate your investment dollars between investment managers and brokers. Having one firm investing all of your funds may not be in your best interest. Competition is good! Different investment strategies aid in the diversification process, a critical element in every plan.

As your business managers, 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 plan and for coordinating the work of these professionals to make certain that all of the necessary functions related to your financial plan are carried out with a minimum of inconvenience to you.

Additionally, we help you create a realistic financial plan and budget for the short and long term. This function involves not only tax planning but also cash flow budgeting, financial forecasting and longer term estate planning. Full business management services include bookkeeping, paying bills, collecting and depositing funds due you as well as the preparation of monthly financial reports.

Other important services are covered within our business and financial management group. For instance, we review your insurance needs, refinance home mortgages, coordinate the purchase or remodeling of your residence and buy or lease automobiles or other important personal or business assets.