Building Wealth For The Everyday Person

 

What We Do

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.

 

Who We Work With

Our focus is helping clients increase their financial awareness and build wealth through all available investment vehicles. Our founder, Jose Medina, has a vision to build a financial firm where people can go and not feel judged or pressured based on their income level. We believe that everyone should understand the financial options they have based on their situation and partner with J I Medina Investments to create the solution.

 
 

Our Services

We offer different levels of financial planning to meet your needs. Each level is based on complexity of your situation. We also offer Financial Coaching for clients that need help on specific topics such as budgeting, goal setting, and debt payoff to name a few.

What Is a Fiduciary?

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.

Daily Financial Posts

Each day, we post different tips and articles that discuss different financial topics. The tips and articles are from financial experts.

Read Our Blog »

 
 

Our Practice

J I Medina Investments has well over 14 years of helping businesses and individuals reach their goals. We are at the forefront of this quickly changing economy and we work closely with you because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day

 
 
 

We give you peace of mind so you don't have to worry.

 
 
 
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A Top 10 Service

J I Medina Investments is a Fee-Only firm, meaning that we do not sell financial products that generate a commission. We provide financial planning in order to build your wealth and help you reach your financial goals. We educate you to understand how to invest based on your situation and how to plan for specific goals. We do not have current asset minimums and will not turn down potential clients based on the amount of money they have. We will always put your interests ahead of our own at all times and believe that everyone needs a solid financial plan.