J I Medina Investments is a Fee-Only firm that focuses on financial planning and coaching. Planning is an important aspect of creating wealth and reaching your financial goals, but sometimes it can be difficult to understand all the options you have. We always put you and your family first and will always act as a fiduciary.
We offer three levels of financial planning to meet your needs. Each level is based on complexity of your situation. Please see our services page for a more detailed description.
A fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other's best interests.