Sign up for an Upcoming Workshop
Join an upcoming workshop with the Jolliffe Capital workshop in your area. Below are upcoming workshops, once you are ready to register fill out the form below.
TITLE: IRA Mastery: Strategies To Significantly Reduce Taxation On Retirement Plans
DATES: WORKSHOPS EVERY THURSDAY
LOCATION: INQUIRE
Who is Jolliffe Capital, Inc?
We are a personal wealth management firm that integrates all areas of financial analysis to assist our clients in managing the "Critical Financial Events" throughout their lifetime.
We focus on building relationships where our services will add significant and substantial value.
Why Choose Jolliffe Capital, Inc?
Simply put, we deliver superior tax and investment management in a relaxed and comfortable atmosphere. We share our clients' strong family values and believe communication is the key to shared success.
Tax & Investment Management
Managing Principal, Patrick S. Jolliffe, CFP®, ChFC, specializes in building customized financial portfolios designed to service the unique needs of our diverse clientele, while at the same time delivering outstanding tax management.
We pay particular attention to the tax ramifications of our planning strategies. As a result, we can often deliver positive planning results that create tax-favored retirement income and often tax-free withdrawals out of qualified retirement plans like 401(k)s and IRAs.
Jolliffe Capital, Inc. ADV-II with Schedule F
Financial Planning and Investment Management Services offered through Jolliffe Capital, Inc., Registered Investment Advisor. Investments May Lose Value. Past performance is not indicative of future results. www.happy401k.com is a DBA of and is owned by Jolliffe Capital, Inc.