Jerry A. Hyman
JAH Financial Management
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Minimum client assets required: $150,000
Minimum client income required: No minimum required
Title: Owner - Registered Investment Advisor
Offering advice since: 1990
Areas of focus:
- Elder Issues (long-term care, pre-mortem planning)
- Estate Planning/Wills
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Jerry A. Hyman:
Jerry A. Hyman and his firm, JAH Financial Management, is a Registered Investment Advisor specializing in the management of assets for retired persons. Retired persons are no longer likely to be working for a paycheck; they expect their money to be working for them. The firm's management style is to first determine each client's level of income needed from his or her investments. We then design and manage a diversified portfolio to produce that target rate of return.
We have developed techniques that reliably produce high income regardless of whether market conditions are good or bad. Even though the principal held in a client's portfolio may fluctuate with market conditions, we have never failed to satisfy a client's target rate of return (income) that he or she needs from that portfolio. And in many instances we must set the target rate high in order to pay for extraordinary expenses for such things as nursing home care or to offset a loss of income from another source.
Mr. Hyman is also an Elder Law Attorney and is familiar with many strategies--in areas such as Social Security, Medicare, and Medicaid--to maximize the benefits from these programs for retired persons. He is a frequent speaker at seminars and an author of articles for other professionals (lawyers, financial planners, accountants, medical professionals and social workers) on the interplay between law and financial planning for retirees. Mr. Hyman is also the author of a book--Elder Law and Financial Strategies--published by Law Journal Press.
Compensation and Fee Structures:
* Hourly rate for financial planning advice
* Percentage of assets under management for portfolio management
Licenses, Certifications & Affiliations:
* Certified Financial Planning Professional (C.F.P.)
* Registered Investment Advisor
* Attorney, member of Delaware & Pennsylvania Bar Associations
* Member, Financial Planning Association and National Academy of Elder Law Attorneys (NAELA)
* A.B., Rutgers Univ.
* Masters in Urban & Regional Planning, Univ. of North Carolina
* J.D., Univ. of Wisconsin
* LL.M., Temple Univ. (Masters in Tax Law)
Will provide references upon request?
Contact Information for Jerry A. Hyman
Phone: (302) 234-2400
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Fax: (302) 234-2400
Address for Jerry A. Hyman:
724 Yorklyn Rd
Hockessin, DE, 19707
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