Financial planning plays a central role in this process. It goes well beyond investment management and addresses the entire spectrum of financial life. A strong plan encompasses budgeting and cash flow, debt reduction, insurance and risk protection, retirement preparation, and tax efficiency. At JV Global Capital, all of this is guided by fiduciary standards, ensuring that every recommendation is always in the client’s best interest. Equally important is flexibility: we allow clients to choose the services most relevant to them, whether that means focusing only on planning or integrating full wealth management solutions.
Our clients are businessman and their minds is oriented on scaling and growin their business and markets, we support that. Enterpreneurs, Business Owners, Partners, C-suite Level Executives come to us to leverage on our fiduciary commitment to work on protecting their assets, to manage their liquidity risk and improve their cost of funds and cash flow demands, to have a solid state plan to hedge against volatilty and to solidify and consolidate their financial freedom and increase their financial health
Proper fact finding our conversations are about you in a holistic way, finding your Goals, Passions and Struggles, to have a radiography of you and your family current financial situation.
Once your goals, passions and struggles have been identified, a plan is set to deliver solutions to all financial requirements and to future-cast the probabilities of success of each dimension of the plan is important to adjust and fine-tune the plan.
Fucusing on your Best Interest our team of advisors, planners and investment managers prepare a final plan for you to review, our team works as well on educating you and your family on every aspect of the plan, risk, liquidity, debt, etc to make sure everyone understand the plan and recomendations
advise@jvglobalcap.com
clientserv@jvglobalcap.com
+1 480 738-6770
+1 346 355-3323
1980 Post Oak Blvd. Suite 304 Houston Tx. 77056
