Welcome to www.janiczek.com

Hello everybody and welcome.

I am Joseph Janiczek, the founder and CEO of Janiczek and Company. It is such great privilege to have you here as a guest of our website. We know that many of you come at the recommendation of one of our clients or a friend of our firm. Welcome to all. It is great to have you here.

Now that we have you here, we have two goals: Number 1, we want to wow you with some of the premium resources we have put on our website. Frankly, we carved out some of the resources from our robust features wealth management platform, and we are offering them free to give you a taste of what we do. Frankly, we have a goal with that, and that goal is that we want to provide you more direction and more value than what you are getting with your present advisor. These are just some of the free resources we are providing.

Secondly, we want to show you what our robust system is all about. We have spent 25 years developing our proprietary Wealth with Ease® system. It is a patent-pending system and there are many bells and whistles that are designed to really wow you. We talk about how that system is going to help you take command of your finances, it is going to help you achieve more, and live better. And we mean it!

We have a phenomenal system to support you, and we want to give you an idea of that. So let’s talk about some of the free resources that will give you a taste of what we do.

The first thing I’d recommend is to see our Market Commentary. You can sign up for it for the next two quarters, and you’re going to get an exact copy of what we send to our clientele. It is an overview of the economy and the marketplace, dangers and opportunities we see in the marketplace and what we are doing about it. It goes over our proactive moves and what we’re thinking about into the future.

The reason you need to read it is it will give you a good idea of the thorough investment process we have and how we communicate that to clients so you are aware of what we are doing with your portfolio to optimize results.

Secondly, I highly recommend you attend on our webinars. We developed four powerful webinars. The first is Optimizing Your $1 Million Plus Investment Portfolio. It goes over great ideas of optimizing and how to get the most out of your investment portfolio.

The second is Retirement Planning. We know retirement or being able to maintain your standard of living without any earned income is an objective that most people have. So, we have a complete webinar on how to retire successfully. It is for planning for your retirement, if you are at that transition stage, right at retirement, of if you already retired and want to have a “post-optimization” as we call it.

The third webinar is if you are a peak earner. For years, we have worked with people making lots of money, and they have hired us to help them turn that income into wealth and how to manage that. Our Peak Earning Stage webinar is powerful if you are in the peak earning stage.

The fourth one is the Transition Wealth Event. For years, since our beginning, we have worked with people with transition wealth events, who are receiving lump sums of $1 million or more—it could be from an inheritance, or selling a business, selling property—some significant financial event that requires planning beforehand, at the point of the transaction and after as well as all the investment management, tax planning, retirement planning, and estate planning that goes along with it.

Those webinars will give you a great idea of what we do and how we do it differently, and how much more robust our system is.

The third resource I would recommend is our financial strength test. Go to the resource section (I have a blog there as well). The financial strength test is a powerful tool we developed. You will fill out some multiple-choice questions, and, at the end of it, you will get a very nice customized report for you that identifies our assessment of your strengths, weaknesses, and vulnerabilities—as they are today. It is going to help you understand your needs and help you pick an advisor, whether it is us or somebody else, because you are going to know your needs and then be able to know how to interview an advisor to get the most out of what you are looking for.

So, those are just a few ideas of how to get the most out of the website. There is a lot more here. We invite you to go through it and use it. Maximize the benefit you get out of it. I wish you the best with that.

Next, I want to mention our services. We have three levels of services. Our Complete Investment Solution is our robust investment platform service. We will take your portfolio and optimize it at levels you have never had before, and we’d love to talk to you more about that.

Second, our flagship service is what we call our Complete Wealth Solution. It includes our robust investment management but also has retirement planning, tax planning, estate planning—all built into a system that will not only optimize your finances now, but keep them optimized on an ongoing basis into the future. This is a powerful system and it is really recommend for most people.

Third, and finally, we have our Complete Legacy Solution. For years, we have had clients with one, two, or three generations of family members as clients, and we realized that there was a need for a Complete Legacy Solution. It not only helps the family patriarch and matriarch master their money; they usually want us to work with their adult children, sometimes, even their adult grandchildren, to help generations to really master money and get the most out of it, doing the best with what they have. We all know there are issues people have with inheriting wealth, and the Complete Legacy Solution is designed to make that a privilege where they can really take advantage of it, be prepared for it. Much more than an estate plan alone is needed.

That is just a quick idea of how to get the most out of our website and a little preview of our services. We’d love to talk to you if you meet our requirement of a $1 million portfolio and you like what you see. We would love to talk to you. Call us at 303-721-7000 and let the Office Concierge know that you want to talk to an advisor to review whether it makes sense to utilize our services.

Our on-boarding process is very simple, and, in fact, we will pinpoint your opportunities for improvement and identify them to you before you even decide or commit to our services. We make it very easy for you to find out what we can do and what your opportunities for improvement are and how we can help you do that—all before you even commit one penny to our services.

Thank you for listening, and I look forward to meeting you some day.