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REQUEST A CONSULTATION

WORLD CLASS
DIVISION
FOCUSING ON
PERSONAL FINANCES

Providing you with peace-of-mind.

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ESSENTIAL WEALTH MANAGEMENT SERVICES

Personal Financial Statements

Personal Financial Statements

We provide comprehensive, real-time reports to guide your next financial move.

  • Custom designed packages to fit your needs
  • Frequent fair market value revaluations of known assets
  • Visual dashboards providing important high level metrics
  • Overall transparency on your net worth and spends
Crypto Activity Reporting

Crypto Activity Reporting

The largest cryptocurrency companies and funds rely on our best-in-class crypto tracking and cost basis accounting.

  • Our proprietary state-of-the-art JFDI Crypto Tracker accurately reports realized and unrealized gains/losses from virtual currency
  • Our experienced team is dedicated and ready to analyze the most complicated scenarios
Tax Planning & Optimization

Tax Planning & Optimization

We alleviate stress by making sure you are well-prepared for tax season.

  • We have a proven track record that saved our clients millions of dollars
  • Successful results leading our clients through Federal and State audits
  • Our partners are best in class when it comes to tax strategy
  • We will create solid backup documentation to support tax positions
Concierge Services

Concierge Services

JFDI will provide you with 24/7 premier support by phone, private chat rooms, video calls, and emails.

  • Ad-hoc reports
  • Spending analysis
  • Loan application assistance
  • Bill pay assistance
  • US entity setup
  • Credit monitoring analysis