What we would like to do is teach our kids to work hard, get a good education and then have something for them so that when they graduate college, they've got a nest egg.
— Farzana, a Chase Private Client
Both Nahid and Farzana are optimistic about the future. They moved to Texas, have successful careers and are enjoying raising their two young children, but they still have more than a few goals they want to achieve for their family. Working with their dedicated Chase Private Client team, they've been able to rely on their Chase Private Client team for expert advice and guidance in starting two college funds, saving for retirement and purchasing their home.
It's the access to J.P. Morgan investment vehicles, it's the retirement planning, it's the kids college fund,
it's the rainy day fund.
Nahid and Farzana have come to rely on their Private Client Banker, Pragya, and their J.P. Morgan Private Client Advisor, Brendan, to help them achieve the multiple financial goals they have set for their family. Thanks to Pragya and Brendan, they can focus on what's important to their family.
Nahid and Farzana's Dedicated Team Helped With:
- Planning for Their Financial Goals
- Investment Expertise and Advice
- Customized Mortgage Solutions
- Travel Benefits and Services
With Chase Private Client, we've always felt we're a part of a collective team. We're both on the same side.
As Chase Private Clients, Nahid and Farzana have built a trusted relationship with their dedicated team, who are focused on helping them achieve their goals for today and tomorrow.
I feel that we have an obligation to give our kids as much opportunity as we possibly can. And one of the opportunities is going to the best schools they can possibly go to.
Goals-based Planning and Investing for Chase Private Clients:
Your J.P. Morgan Private Client Advisor will then work with you to develop an investment strategy tailored specifically to your needs. They will:
- Work with you to position your portfolio to reflect your long-term goals.
- Offer a broad level of asset class diversification.
- Provide you with comprehensive J.P. Morgan strategies and access to a mix of leading asset class managers.
- Revisit your goals each year to review your investment strategy and discuss any adjustments as your life changes and the markets evolve.
View More Chase Private Client Stories
Nahid and Farzana's Dedicated Team
"Chase Private Client is the personalized banking relationship you wish you could have with your bank. I make sure I get to know you and your family. I want to know everything that matters to you so that I can make banking easy for you."
"Nahid and Farzana have many goals, as we've learned. We sat down with them and really got to know all their goals, their financial situation and what's important to them. It's all part of what goes into planning for what's down the road."
Your Private Client Banker provides you with premium banking solutions available only through Chase Private Client.LEARN MORE about Concierge Banking
J.P. Morgan Investment Expertise
Your J.P. Morgan Private Client Advisor taps into the expertise of J.P. Morgan to develop a tailored investment strategy for you.LEARN MORE about J.P. Morgan Investment Expertise
Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.LEARN MORE about Your Goals
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