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.
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.
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.
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.