Joseph A. Smith

Joseph A. Smith

| CPA/PFS, JD, AEP®

JAS Financial Services, LLC

847-328-8011

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Fee-Only Financial Advisor serving the Chicago, IL area

Specialties

  • Broad-based Financial Planning
  • Fee-Only Financial Services
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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1603 Orrington Ave
Suite 600
Evanston, IL 60201

790 West Frontage Rd.
Northbrook, IL 60093

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Joseph A. Smith is a Fee-Only Financial Planner also providing investment management services primarily in the greater Chicago and North Shore area. JAS Financial Services, LLC specializes in providing objective financial planning and investment management services to help clients build, manage, grow, and protect their assets through life's transitions. Joseph Smith is a NAPFA-Registered Financial Advisor. 

 

 

I am a graduate of Miami University with a major in accounting.  My Juris Doctor Degree was earned from Cleveland-Marshall College of Law at Cleveland State university.  I was a field agent of the Internal Revenue Service while attending law school. My education continues with seminars, conferences, reading, etc. JAS Financial Services, LLC was founded in January 2009. It evolved from my experiences with the  Internal Revenue Service, and in public accounting.  This background was essential in starting and developing my own CPA firm. for almost 20 years. Planning has always been the primary focus of my career. When I moved to the Chicago area after selling my CPA firm, I decided to limit my services to fee-only financial planning and investment management for individuals.
I collaborate with my client's professionals to provide the services provided.  Our service begins with gaining an understanding of our client and their goals.  We help our clients in recognizing their goals, understanding their comfort with investment risk, understanding the alternatives and the consequences of their choices.  
Services are designed for teach client unique circumstance.

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At JAS Financial Services, we focus on the specific needs of each client.  

  • Your priorities come first: Your financial goals (needs, wants and wishes) become our goals.
  • We are able to work with any size client with no limitations on assets or net worth.
  • You will know upfront what the fees for our services will be.
  • Our clients determine the level of service they want from consulting, financial planning, investment management and wealth planning. 

As Fee-Only Advisors, you never have to question what is behind our recommendations.  We do not sell products or accept referral fees.  That means that our advice and recommendations are tailored with your financial goals as the primary factor.  Your interests always come first.

We believe that everyone can benefit from objective, professional financial advice.  This applies  to answering one question , investment management, creating a lifelong financial plan or a second opinion.

I have over 30 years experience in providing professional financial advice and helping individuals, families and businesses, achieve their financial goals.

We are ready to help you to reach your financial ambitions.

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