On Screen: The scene begins with the Chase Private Client Logo & Giving you access to J.P. Morgan logo on the left with text Successful Investing Starts With A Plan & J.P. Morgan Insights Brought to you by Chase Private Client in the middle of the screen. Boxed Disclosure: INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
On Screen: Eric Tepper, Managing Director, J.P. Morgan
Eric Tepper: Like most people, you probably think a lot about how to maximize today, and still get to where you want to be tomorrow. So it's only natural to have questions about the financial decisions you're making to reach the goal of financial security. Questions like, how much should I invest? How much should I save? And how to enjoy life in the moment without worrying about spending money you may need later on.
On Screen: A couple riding bicycles with a pop-up text box that reads, “Are we being too conservative with our investments?” A mother pushing her children on a screen with a pop-up text box that reads, “Should I save for retirement or education first?” A couple enjoying a picnic with a pop-up text box that reads, “Does funding early retirement put the New Zealand trip on hold?”
On Screen: Eric Tepper
Eric Tepper: What our clients are looking for, no matter where they are in their journey, is the confidence and advice to juggle their competing financial priorities. And that confidence starts with a disciplined planning process. Now, a lot of us may feel like we have a plan, but it's often in our head or in a spreadsheet tucked away somewhere. When you sit down with your private client advisor, their goal is to minimize that feeling of uncertainty by starting off with finding out what matters most in your life.
On Screen: The same couple concerned about their New Zealand trip is now in an office consulting with a Chase Private Client professional. The mother wondering about choosing between retirement and education is consulting with the same professional. Priorities such as “Buy my parents’ B&B,” “Send my kids to college,” “Travel after retirement,” “Save for a larger home”, “Retire by age 60” appear behind her.
On Screen: Eric Tepper
Eric Tepper: This starts with a customized financial analysis. A process that helps you translate your life goals into financial goals and then build a plan of action to get you there. For example, you could see decreasing your stick allocation, taking a sabbatical, or continuing to work for two more years might
On Screen: Eric Tepper
Eric Tepper: Eric Tepper appears with slide bar indicators of The Customized Financial Analysis tool with labels “health,” “gifts,” “travel,” “home renovation,” and “retirement age”. The same slide bard indicators appear, but now with Confidence Level percentages. Disclosure: The Customized Financial Analysis tool referenced is a tool that provides an additional resource in the evaluation of the potential risks and return of investment choices. The projections or other information generated by the Customized Financial Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
Eric Tepper: No one can predict where you'll actually be 20 years from now and everyone's journey is different. But a good plan is more than creating a strategy for your finances. It's a personalized strategy for your life that lets you enjoy the present and feel confident about the future. It's hat I want for our clients, it's what I want for my family, and it's something that does not happen by chance.
On Screen: A husband presents his wife with and airline ticket. Beside her a pop-up text box reads, “Are we ready for a year in New Zealand?” “Access to J.P. Morgan investment expertise” displays in the middle of the screen, which fades to the Chase Private Client logo and chase.com/privateclient.
On Screen: Disclosure The information expressed is being provided for informational and education purpose only. It is not intended to provide specific advice or recommendations for any individual. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situations, you should consult your advisor.
Asset allocation/diversification does not guarantee a profit or project against a loss. Past performance is not a guarantee of future results.
Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.
"Chase Private Client" is the brand name for a banking and investment product and service offering.
Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.