Let's Build a Strategy For You

I can meet with you to review the entire scope of your Financial Portfolio, make recommendations, develop a strategy, and, as necessary, work with your attorney and accountant.

The Goal Oriented, Advice Driven Approach to Financial Planning

1. Getting to Know Each Other

Let’s determine both your financial and lifestyle goals, objectives, and priorities. What is the current status of your financial situation including assets and debt?

2. Analyze the Data

Develop a Strategy to meet your current needs and future goals and objectives in a way that fits your individual situation. Compile all the data and information into a Financial Analysis.

3. Recommend and Implement

Review your custom strategy and solutions to meet the stated goals and priorities. Discuss the steps necessary for successful plan implementation.

4. Annual Review of Your Plan

Because “life happens,” things change over time. My commitment to each client is to meet on a yearly basis, more often as to evaluate your progress and make any necessary adjustments to your plan.

Next: Business Succession Plans »

814-372-4840

Call today or fill out the form to schedule a free consultation.

“I help people build a strategy that works towards securing their financial future by using a goal oriented, advice driven approach in a way that best fits their priorities and objectives.”

Robert L. Javens

To learn more about the professional history of Robert Javens Financial Advisor, please visit FINRA’s BrokerCheck

IMPORTANT CONSUMER INFORMATION

This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, MD, NC, NY, OH, PA, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Securities and Investment Advisory Services offered through Osaic Wealth, Inc. Member FINRA/SIPC. www.finra.org and www.sipc.org. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

IMPORTANT MEDICARE DISCLOSURE

We do not offer every plan available in your area. Currently, we represent four organizations which offer ninety-eight products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

ROBERT JAVENS FINANCIAL ADVISORS

902 Beaver Drive
DuBois, PA 15801
P: 814-372-4840
F: 814-372-4661
E: rjavens@rj-financial.com/ssedor@rj-financial.com pschuster@rj-financial.com/rward@rj-financial.com