Prepare for the Future. Invest in the Present.

 

Your Financial Guide to Living Life Well

Serving you at our fullest capacity means that you become our family. We genuinely care about your outcomes and your values, and we make it our personal goal to do what’s right for you one hundred percent of the time. You are never just a number to us, and one of the best things about our job is watching our clients’ families and businesses grow over time. At the end of the day, we want you to live life well—and we’re here to do whatever we can to make that happen.

“We serve as a trusted resource to help you make confident, well informed decisions for your financial future. Our goal is to positively impact each of our client's lives.”

Our Mission

We work with individuals, families and businesses helping them understand what they want to accomplish from a business and personal perspective. Once we have a proper understanding of our client’s circumstances, we create the necessary strategy and implement those needs to help them succeed now and in the future. We strive to give each client that peace of mind they desire regarding their financial picture.

Minsky Financial Group, LLC is committed to developing strong, long-term relationships with clients, their families, businesses and advisors to provide the best possible service and solutions to them. We are committed to our families, employees and community because we believe when others succeed, we all do.

Meet Our Team

Jarad Minsky headshot

Jarad Minsky, CFP®

Founder, Financial Advisor

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Jennifer Goddard headshot

Jennifer Goddard

Financial Advisor

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Carolyn Eklund headshot

Carolyn Eklund

Client Services Manager

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Kim House headshot

Kim House

Client Services Specialist

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The CFP® Difference

When you work with a CFP®, you can rest assured that your best interests are being put above all else. We have a legal and moral obligation to act as a fiduciary – which means that everything we do is held to a high standard ethically and professionally. CFP® professionals undergo rigorous training to ensure their financial planning knowledge, skills, and experience are exceed industry standards.

Code of Ethics

A CFP® professional must:

  • Act with honesty, integrity, competence, and diligence.

  • Act in the client’s best interests.

  • Exercise due care.

  • Avoid or disclose and manage conflicts of interest.

  • Maintain the confidentiality and protect the privacy of client information.

  • Act in a manner that reflects positively on the financial planning profession and CFP® certification.

Principal Knowledge Topics

The educational curriculum includes 72 Principal Knowledge Topics under the categories below, as well as a comprehensive financial planning capstone course.

  • Investment planning

  • Tax planning

  • Retirement planning

  • Estate planning

  • Insurance planning

  • Financial management

  • Education planning

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Community Involvement

Giving back and helping others are some of the core principles we live by and that guide us. Below are some of the organizations that we are proud to support and be involved with.

Client Login

Your Personal Website

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New York Life

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Wealthscape Investor

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American Funds

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MFS Access

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Envestnet

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