Jennifer Cray (CFP®, MBA)

Jennifer Cray focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Socially Responsible Investments

Women's Financial Planning Issues

Planning Specialties

Financial planning: Coordinated financial assessment and recommendations to help you meet your goals.

Investment management: Managed Accounts for those who wish to delegate or Subscription Investment Management for do-it-yourselfers who want advice but like to manage their own money. Portfolios use passive (index) investments based on Dimensional Fund Advisors (DFA) equity mutual funds.

Specialties:

Investments and asset allocation, cash flow management, IRAs and 401(k)s, retirement planning, college planning, home purchase and refinance analysis, ESPP & stock options, living trusts & estate planning, income tax reviews, passive portfolios using DFA no-load mutual funds.

Additional Information

As a fee-only financial planner, I am passionate about helping people with their finances. I am a partner in Investor's Capital Management, LLC, and provide independent, unbiased financial advice and investment management services.

My clients tend to be busy people who want to take charge of their money but don't have the time. My job is to help them fulfill their goals and dreams by putting them in control of their financial lives.