Who is JEDI MANAGEMENT, INC?
  

JEDI MANAGEMENT, INC. (ďJEDIĒ) is a Registered Investment Advisor and Wealth Management firm that undertakes engagements in the areas of personal financial and business planning.† JEDIís clients consist of individuals, families, businesses and other entities.† All efforts on behalf of clients involve the design and/or assistance in implementing a strategic plan in one or more areas of client need.† JEDI is a boutique firm in business since 1987 whose mission is to provide objective, independent and highly personalized advice.

For individuals and families JEDIís services typically encompass all aspects of personal financial planning and wealth management, such as estate and retirement planning, investment management or advisory, educational funding, risk planning with respect to life, disability income and long-term care insurance and special needs planning and funding.

For businesses JEDIís services include investment management or advisory and consulting for employer sponsored qualified retirement plans, both defined contribution (e.g. 401k) and defined benefit plans.† JEDI also provides business consulting and strategic planning services, such as succession planning and funding, along with risk planning regarding life, disability and long-term care insurance.

JEDIís emphasis is on integrity, professionalism and technical competence on behalf of its clients.† JEDIís office is located in Fort Lee, New Jersey, just outside of New York City.† JEDI is a member of the Greater Fort Lee Chamber of Commerce. Additional information is available on its website at www.jedimgt.com.



A Personalized Approach to Essential Financial Planning and Management!