Values

To a considerable extent, the firms values mirror my own, the same values that my wife and I

tried to instill in our own kids. They are actually pretty conventional, perhaps a little "old

school": respect for each human being - from the highest to the humblest - whom we meet

along the road of life; fair dealing, commitment to one's colleagues and one's career, trusting

and being trusted; personal integrity; passion and energy; and service to our clients, our

communities, and our society.

We’ve seen firsthand how access to reliable, unbiased advice can transform people’s lives—

helping them get out of debt, save for the future, and build lasting security. Our mission is to

ensure that financial wellness is extended to every person who wants a better path forward.

Philosophy - Piece of Mind Without the Pound of Flesh

We follow a simple guiding principle: Every action we take—beyond just advice—must be in the

best interest of our clients. Sam Walton was renowned for his intense focus on customers, a

principle he termed "customer obsession". He believed that the customer was the ultimate

boss, capable of making or breaking a business. This philosophy, which we have relentlessly

adopted, was central to his success, driving him to prioritize customer satisfaction and build a

loyal customer base.

People see that we're determined to offer both industry leading customer experience and the

lowest possible fee structure, but to some this dual goal seems at odds if not downright

enigmatic. Traditional firms face a time tested tradeoff between offering a high-touch high

expense customer experience on the one hand and the lowest possible fee on the other. How

can we do both?

Technology and Operational Efficiency

The key takeaway from our philosophy is simple: never underestimate the power of

compounding investment returns and always minimize the drag of compounding investment

costs.

Our fee structure exemplifies this attitude:

Maximum Service At Minimum Cost

$385,440.00

Accumulated Savings

Technology-driven efficiency means more fee savings for our clients.

Financial Planning (MAX)

$15 Monthly Subscription

or

$144 Annual Subscription

(20% discount to the monthly rate)

Indexed Asset Management

$25 Monthly Subscription

or

$240 Annual Subscription

(20% discount to the monthly rate)

Financial Planning & Indexed Asset Management

$40 Monthly Subscription

or

$384 Annual Subscription

(20% discount to the monthly rate)

What makes us different?

JH Kaufman was created from a simple thought: What would we want if we were the

client - from services offered to fee structures. Working backwards from a clients

perspective, we have created and continue to improve on a business designed to

provide more value than we receive - The most customer centric financial services

firm in the industry.

Our whole company is highly focused on driving operational excellence with the use

of technology which we research and develop. Being world class in both customer

experience and operations will allow us to grow and deliver higher levels of service

at lower costs to the client.

OUR OBJECTIVE IS SIMPLE – TO CREATE, GROW and PRESERVE THE WEALTH OF OUR CLIENTS OVER THE LONG TERM.

Wealth Management

Investment Management

By leveraging advanced tools, strategies, and technology designed to

simplify even the most complex financial scenarios, we work with our

clients to analyze their entire financial situation. Finding incremental

improvements, that compound over time, we help you build the wealth

that eventually transfers to loved ones in the most tax efficient manner.

We invest in a small number of what we believe to be

extraordinary businesses that are run by talented and honest

managers who wisely reinvest free cash flow. Our objective is to

compound our investors’ capital at above-average rates of return

over extended periods of time, while managing risk.

Our Clients

We have successfully managed wealth for a wide range of clients in the United States. Whether you are an individual or family member we’re here to assist you over the long term.

We understand the challenges posed by managing family

wealth and are proud of our long-term approach to

investing and wealth management. We understand that

each family has complex and unique needs, and we’ve

worked alongside families like yours to help manage their

wealth.

Families and Individuals