Jana LaVanway

Jana LaVanway CFP® professional and investment advisor helping families, professionals, retirees, & business owners

Juncture Wealth Strategies, LLC offers intelligent, independent investment management and comprehensive financial planning. As a Registered Investment Adviser (RIA), we are flexible and innovative with a commitment to communicating in a straightforward way and serving our clients with insight and transparency. I help people achieve their hopes and dreams by working with them to navigate markets an

d financial concerns. At Juncture Wealth Strategies, I work with clients through a team approach with professionals skilled in every facet of wealth management and adhering to the fiduciary standard. We customize solutions for our clients and use specific strategies to target growth, mitigate risk, and address taxes. Because we are an independent firm, we are not bound to any products or companies, so we can truly act in our client’s best interest. Our scope of services include:
* Investment Management
* Financial Planning
* Retirement and Income Planning
* Tax Planning
* Estate, Wealth Transfer, and Trust planning
* Philanthropy
* Business planning and Retirement Plans

2 full weekends of fun and great entertainment coming up soon!www.ostrichfestival.comChandler Chamber of Commerce
02/14/2024

2 full weekends of fun and great entertainment coming up soon!
www.ostrichfestival.com
Chandler Chamber of Commerce

The lineup of our dreams ☁️☁️ The party begins in 24 days!

To buy your tickets and see more information, check out OstrichFestival.com

Received my package from the Embrace your Beauty-Fierce and Fabulous Women Over 40 project! Shout out to Karianne Munste...
04/06/2023

Received my package from the Embrace your Beauty-Fierce and Fabulous Women Over 40 project! Shout out to Karianne Munstedt for the amazing photos and production, Whitney Rammer hair and makeup magician, and all the fabulous and talented women featured this year! The stories and wisdom on display were pretty inspiring :)

Great opportunity to not only learn how to bounce back from adversity, but also have fun networking with other like-mind...
03/09/2023

Great opportunity to not only learn how to bounce back from adversity, but also have fun networking with other like-minded people! Everyone is welcome!
Register https://bit.ly/3IPQxrW
Chandler Chamber of Commerce Women In Leadership

Women in Leadership meets on a monthly basis to meet the needs and enhance the development of women on their professional journey. About Women in Leadership ...

Great workshop! Can't wait until next month's event ... 😃Chandler Chamber of CommerceChandler Chamber of Commerce Women ...
02/24/2023

Great workshop! Can't wait until next month's event ... 😃
Chandler Chamber of Commerce
Chandler Chamber of Commerce Women In Leadership

Join us next Tuesday for lunch and networking! This will be a great program to help you start 2023 strong!      Chandler...
02/13/2023

Join us next Tuesday for lunch and networking! This will be a great program to help you start 2023 strong!

Chandler Chamber of Commerce
Chandler Chamber of Commerce WIL

Do you use storytelling in your marketing? Discover ways to improve how you tell your story and drive your target audience to action from Amanda Miller, Ink & Quill Communications. Join us for our Women in Leadership Luncheon on February 21st at SoHo63, all are welcome! Save your seat now: https://bit.ly/3Y1V9Qh

Join us to kick off the new year at our monthly Women in Leadership luncheon Tues 1/17! Our guest is Marcy Maslov, an in...
01/11/2023

Join us to kick off the new year at our monthly Women in Leadership luncheon Tues 1/17! Our guest is Marcy Maslov, an inspirational speaker and business coach who will discuss real world business ethics. Don't miss this chance to network and build your skillset! (Men, you are welcome too!) Register below-
Chandler Chamber of Commerce WIL

How are your business ethics skills? Diversify your leadership skills through an interactive business ethics presentation, e-Factor! ®. Be inspired by Marcy J. Maslov, founder of e-Factor! ® and Empowerment Unlimited Coaching, LLC, as she shares Fortune 500 skills, financial literacy and real-world ethics in an engaging manner.

Register now for Women in Leadership this month, all are welcome! https://bit.ly/3Gi4Wui

Tuesday, January 17, 2023
11:30 AM - 1:00 PM

SoHo 63
63 E Boston
Chandler, AZ 85225

Join us Tuesday for our networking lunch and do your holiday shopping from local vendors! Register for the Chandler Cham...
12/08/2022

Join us Tuesday for our networking lunch and do your holiday shopping from local vendors! Register for the Chandler Chamber Women In Leadership Sip 'n Shop Luncheon now! Dress festive if you'd like..
Interested in being a vendor? We still have a few tables available!
Chandler Chamber of Commerce WIL

11/01/2022

Pretty cool experience to be part of the 2022 Embrace Your Beauty Project - Fierce and Fabulous Over 40! Hearing about other's experiences and ups/downs is inspiring, I'm excited to see the final product☺️
"As women, we wear many hats. We are wives, mothers, daughters, employees, business owners, CEOs, cooks, friends, teachers, students, and so much more. And yet, what we are first and foremost are…WOMEN"
Kudos to photographer Karianne Munstedt & stylist Whitney Rammer for bringing out our best!

It may be tough with all of the news about the economy, global issues, politics,, etc...but don' t let your emotions con...
10/20/2022

It may be tough with all of the news about the economy, global issues, politics,, etc...but don' t let your emotions control your investment strategy. Economic data is necessarily backward-looking, and the market, always forward-looking

Join us next week to hear from a panel of Women Executives within the Semiconductor and Manufacturing Industries! These ...
10/11/2022

Join us next week to hear from a panel of Women Executives within the Semiconductor and Manufacturing Industries! These women do not hold typical roles within the industry...This will be a glass ceiling breaking panel you won't want to miss!
Panelists:
Heather Chasten - President at FALCO
Zivit Katz-Tsameret - Arizona Factory Manager at Intel
Najwa Khazal - GM, Service Technology Centers Americas, Edwards Vacuum

Tuesday October 18, 2022
12:00 PM - 1:30 PM
SoHo 63
63 E Boston

Click here to register: https://bit.ly/3SPZe7q either in person or virtually

Come hear from a panel of Women Executives within the Semiconductor and Manufacturing Industries.

Panelists:
Heather Chasten - President at FALCO
Zivit Katz-Tsameret - Arizona Factory Manager at Intel
Najwa Khazal - GM, Service Technology Centers Americas, Edwards

These women do not hold the typical role within the industry. This will be a glass ceiling breaking panel you won't want to miss!

Follow the link to register:
https://bit.ly/3SPZe7q

Tuesday October 18, 2022
11:30 AM - 1:30 PM
SoHo 63
63 E Boston
Chandler, AZ 85233
*Virtual Option Available

Thank you to our sponsors:
Arizona Public Service - APS
Intel
J2 Media
Chandler Branch - NOVA Home Loans
PayPal
SoHo63
Toyota Financial Services USA

Hard to believe that 4th quarter is already here😲 While year-end planning is prudent every year, certain things are espe...
10/07/2022

Hard to believe that 4th quarter is already here😲 While year-end planning is prudent every year, certain things are especially important to consider this year based on the market. We always want to be on the lookout for opportunities and risk...
Here are some of the topics I like to cover in these conversations: (These will of course vary based on each individual's situation)
* Portfolio review
* Financial plan review and updates/adjustments for next year
* status of tax loss harvesting and capital gains in non-retirement accounts if part of ongoing strategy
* Tax planning and CPA input if needed
* RMDs (required minimum distributions) and QCDs (qualified charitable distributions) for retired clients
* Review beneficiaries and life changes that could affect estate plan
* Review contributions to retirement plans (401ks, IRAs, etc)
* Roth conversion opportunities
* Future plans, lifestyle, employment, big decisions?

What is important to you for your year-end planning?

(photo by Karianne Munstedt)

10/06/2022

It can be tough to be retired or try to retire during a bear market with high inflation...how do you know you won't outlive your savings and what is your withdrawal/spending strategy? If you don't know, consider getting a professional retirement plan that will stress test your money and show you the path to the lifestyle you worked so hard for👍🌦🏖💰

Address

Tempe, AZ
85284

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