Focus on Growing Your Business. Leave the Financial Matters to Me.
Receive personalised financial advice and expert guidance from Elizabeth Ann Juson to help you understand your financial options, make confident decisions, and work towards lasting financial security.
Hello I'm Elizabeth Ann Juson
I am passionate about transforming the way people manage their finances, guiding them towards smarter financial decisions, sustainable wealth creation, and greater long-term financial security.With 21 years of professional experience, I bring extensive industry knowledge, a client-focused approach, and a strong commitment to excellence. My goal is to make a meaningful difference in people’s financial lives through practical advice, personalised strategies, and dedicated professional guidance.
My Financial Services
Retirement and Pension Planning
I guide retirees in developing sustainable retirement income strategies that offer greater financial confidence and peace of mind. By carefully evaluating their pensions, savings, and other financial resources, I help them determine a comfortable and responsible monthly spending allowance while ensuring their funds are managed effectively to support their lifestyle and maintain long-term financial security throughout retirement.
Personal Financial Planning
I work closely with clients to assess their financial position, understand their pension benefits, and explore available withdrawal options. By developing personalised financial strategies and offering practical advice, I enable them to make informed decisions, manage their resources effectively, and establish a financial approach that reflects their current needs, future priorities, and long-term objectives while promoting greater financial stability and confidence.
Tax Planning and Tax Return Assistanc
I assist retirees in navigating tax-related matters through practical advice on tax-efficient financial strategies and retirement income management. This involves assessing how pensions, savings, investments, and withdrawals may affect their tax obligations, identifying opportunities to minimise tax liabilities, and making informed financial decisions that support their income requirements and long-term financial security.
Retirement Budgeting and Financial Management
I offer practical financial advice to retirees on managing essential living costs, healthcare expenses, housing, and other ongoing financial commitments. Through effective budgeting and careful management of financial resources, I encourage responsible spending, maintain financial stability, and support a comfortable lifestyle throughout retirement.
Estate and Legacy Planning
I share personalised insights on estate and legacy matters, assisting clients in arranging the transfer of their assets to children, family members, and other beneficiaries. This includes exploring appropriate wealth transfer strategies, safeguarding family assets, and ensuring their wishes are properly reflected in their estate arrangements, working alongside qualified legal professionals where necessary.
Business Financial Management and Growth
I advise businesses on sound financial decisions through budgeting, cash flow management, and strategic advice. My approach identifies ways to optimise costs, manage risks, improve resource allocation, and strengthen profitability. By prioritising sustainable growth and responsible financial management, I help businesses build a stronger financial foundation and achieve long-term stability.
Personalised Financial Services
Personalised Financial Planning
I develop financial strategies around your individual needs, priorities, and long-term goals. By assessing your income, expenses, savings, and future plans, I identify practical ways to manage your money, make informed decisions, and maintain financial stability. Regular reviews keep your strategy aligned with changing personal circumstances, while clear communication ensures you understand your progress and any recommended adjustments. My aim is to give you greater confidence and peace of mind through thoughtful advice and a financial approach tailored to your circumstances.
Financial Analysis and Strategic Planning
I take a structured, data-driven approach to evaluating financial information, identifying opportunities, and supporting sound decisions. By examining financial records, market conditions, income patterns, and potential risks, I develop practical strategies tailored to your goals. I combine detailed assessments with clear, practical recommendations to help you manage resources wisely and make informed choices. Regular reviews keep your financial strategies relevant as your priorities and economic conditions evolve. My objective is to strengthen your financial confidence, encourage sustainable growth, and support lasting financial stability.
Full-Time Financial Guidance
I maintain a close relationship with clients to understand their financial needs, priorities, and long-term goals, offering personalised advice throughout their financial journey. Whether preparing for retirement, managing income, building savings, or meeting future commitments, I develop practical strategies suited to their circumstances. Regular consultations, financial reviews, and clear communication keep clients informed and confident in their decisions. As their needs evolve, I recommend appropriate adjustments to support sound financial choices, greater stability, and long-term security while keeping their future objectives firmly in view.
Professional Experience
Registration 11/19/2012 - 10/05/2018
FAND & ASSOCIATES
CRD#
157807
SAN FRANCISCO, CA
Registration 12/22/2011 - 02/16/2012
FAND & ASSOCIATES, LLC
ID#
CRD#
157807
SAN FRANCISCO, CA
Registration 04/26/2011 - 02/16/2012
SAN FRANCISCO SENTRY INVESTMENT GROUP
ID#
CRD#
106257
SAN FRANCISCO, CA
Registration 12/07/2007 - 03/31/2011
HOWE BARNES CAPITAL MANAGEMENT, INC
ID#
CRD#
110715
Branch Location
CHICAGO, IL
Registration 03/30/2004 - 12/06/2007
HOEFER & ARNETT CAPITAL MANAGEMENT, INC
ID#
CRD#
110561
SAN FRANCISCO, CA
My Portfolio
What My Clients Say
Elizabeth Ann Juson has made managing my finances feel much easier. Her advice is clear, practical, and always tailored to my circumstances. I now feel more confident about my financial decisions and future goals.
What I appreciate most about Elizabeth is her patience and attention to detail. She takes the time to understand my concerns and explain my options, making every financial decision feel less overwhelming.
Working with Elizabeth Ann Juson has given me a clearer direction for my finances. Her professional advice and thoughtful approach have helped me become more organised, make better decisions, and feel more secure about the future.
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