Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.
As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.
Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.
Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.
Learn about the Countdown to College: http://www.collegefundingcoach.com/
Get your free College Money Report™ – https://planning.college/collegefundiungcoach/cmr
Recent episodes from Mike Saunders, MBA (see all)
- Kim Magdalein w/Magdalein Financial -How Social Security Planners of America Helps Advisors Mitigate Taxes in Retirement for their clients - December 3, 2023
- Interview with Tim Tacl Co-Founder / Sr. Loan Officer at DNVR Lending - November 30, 2023
- Episode #53 – Charitable Giving – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf - November 29, 2023