JAH FINANCIAL MANAGEMENT is owned and operated by JERRY A HYMAN, a Registered Investment Adviser and leading Elder Law Attorney in Delaware and Pennsylvania, in practice for 20 years.
Mr. Hyman has discovered that his clients—mostly retired persons—need a combination of financial management services and legal expertise in order to achieve financial security. And over the years Mr. Hyman has honed his financial management skills to achieve the one financial goal that most retirees crave the most:
HIGH, STEADY INCOME FROM THEIR SAVINGS & INVESTMENTS
JAH FINANCIAL MANAGEMENT utilizes flexible investment strategies that produce high, stable income—higher than what banks and most fixed income investments pay—safely, no matter what the stock market is doing. It does not employ a “growth” management stragegy, nor a “value” management strategy. The company’s goal is simply to do what works, in any market environment, to achieve client income targets. And when the markets turn downward, we take defensive action to protect your portfolio, so that your investments can continue to produce high income, year in and year out.
JAH FINANCIAL MANAGEMENT:
Is locally owned and operated. Mr. Hyman personally manages your account. It is not farmed out to some mutual fund company or multi-billion-dollar institutional manager in New York or London.
Is independent and free of conflicts of interest. The company is not affiliated with nor owned by any broker or other financial institution.
Does not sell any financial instruments, insurance, or any other investment products. The company engages only in financial services to its clients, and nothing influences the selection of investments in your account other than Mr. Hyman’s professional judgment and your financial goals.
Does not hold your money. Custody of client funds can be held at a broker of the client’s choice. Monthly statements are sent by that broker. The client may add money to, or withdraw money from, the account independently of—and without the approval of—JAH FINANCIAL MANAGEMENT.
Makes education a core part of its service, communicating with clients to help them understand what is happening in the investment markets and the economy, and their impact on the client’s investments.
The National Care Planning Council is dedicated to helping families recognize the need for long term care planning and to helping implement that planning.
Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.