Comprehensive Financial Services Tailored to You
At Jody Benson Sharp Finance, we offer a wide range of financial services designed to meet the diverse needs of our clients in Newport Beach, California.
Our Services Plan
Investment Management
We provide personalized investment management services that align with your financial goals. Whether you're looking to grow your wealth, preserve your capital, or generate income, our strategies are tailored to meet your objectives.
Portfolio Management
Customized portfolios that reflect your risk tolerance and investment horizon.
Asset Allocation
Strategic allocation of assets to optimize returns while managing risk.
Regular Reviews and Adjustments
Ongoing monitoring and adjustments to keep your investments on track.
401(k) and IRA Planning
Guidance on maximizing your retirement accounts
Income Strategies
Developing strategies to generate income during retirement.
Estate Planning
Ensuring your legacy is preserved and passed on according to your wishes.
Happy Clients
Project Completes
Years Experience
Financial Planning
Our financial planning services are designed to help you achieve your life goals, whether it's buying a home, funding your children's education, or starting a business.
Budgeting and Cash Flow Management
Helping you manage your money effectively.
Tax Planning
Strategies to minimize your tax liability.
Risk Management
Protecting your assets through insurance and other risk management tools.
Estate Planning
Comprehensive planning to ensure your wealth is transferred according to your wishes.
Philanthropy
Assisting with charitable giving strategies
Tax Efficiency
Strategies to minimize the impact of taxes on your wealth.