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Jennifer Smiljanich
Managing Director
CFP®
SJS Investment Services6720 North Scottsdale Road, Suite 375, Scottsdale, AZ 85253
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
As an independent financial advisory firm, we do so much more than manage money. We are here to listen, guide, and walk with you through every season of life. For over 30 years, SJS Investment Services has partnered with individuals and families to provide insights and guidance for retirement and beyond. What truly sets SJS apart is our culture: we’re grounded in small-town values, driven by a spirit of service, and committed to giving back. And we don’t just say we put people first; we uphold this core belief in everything we do.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.