Page 62 - Outlook

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By Janice Schwanbeck
Marketing Communications
Specialist, JFS Wealth Advisors
2011 was an exciting year
for JFS Wealth Advisors with
the celebration of its 25th
year in business.
“We were able to achieve
this milestone through the
loyalty of our clients and our
professional team of employ-
ees,’’ said Robert Jazwinski,
CPA/PFS, CFP, president
and founder.
As a thank-you, clients
were treated to a dinner and
evening with Greg Valliere,
chief political strategist of the
Potomac Research Group.
To enhance the client experi-
ence, JFS continues to look
for opportunities to bring in
high-caliber speakers, such
as Greg Valliere, for client
events.
The JFS website also re-
ceived a fresh look this past
year. Over several months, a
team worked with a designer
to develop a more user-
friendly site that delivers the
information clients and
prospective clients need
most.
The website now features
an events page, which lists
upcoming JFS-sponsored
events and seminars, and a
news page, which contains
articles related to current
events in the financial indus-
try, as well as the JFS
newsletter.
Begun in 2010, the popu-
lar small group seminars
continued through 2011, with
topics such as maximizing
retirement income, Medicare
planning, and long-term care
planning. Topics that will be
offered this year include
fixed income strategies, a po-
litical and economic update,
and educating the next gen-
eration.
“Our seminars have been
well received by our clients,
and we hope to reach out to
even more clients this year
to provide unique education-
al experiences on a variety of
topics,’’ said Janelle M.
Fumerola, CFP.
As client demand increas-
es, additional staff is needed
to continue to meet clients’
needs with
the highest
level
of
client serv-
ice possible.
This year
two staff members joined
JFS. Sarah Amey, CFP
joined the Pittsburgh office
as an advisor. She works
with clients to develop, im-
plement and monitor tailored
financial solutions. Toni M.
Rossi joined JFS as a tax ad-
visor and is responsible for
preparation and review of fi-
nancial statements and tax
returns.
Education is always an im-
portant component to main-
taining a highly qualified
staff of professionals with a
broad variety of expertise in
the financial industry. This
year, Anthony Burt, CFP,
CIMA, AIFA, was awarded
the Accredited Investment
Fiduciary Analyst designa-
tion from the Center for
Fiduciary Studies, an organi-
zation offering training, tools
and resources to promote a
culture of fiduciary responsi-
bility and improve the deci-
sion making processesof fi-
duciaries. Having the AIFA
designation allows JFS to fur-
ther solidify the foundation
of its investment strategy re-
view and design process.
Looking ahead in 2012, as
the Marcellus Shale natural
gas boom continues to gain
momentum and focus in the
area, the goal of JFS is to
help landowners manage and
preserve the sudden influx of
revenue they may receive. At
the heart of all the services
offered by JFS is the desire
to help individuals and their
families realize their financial
goals.
“We are honored to have
been able to serve our
clients for the past 25 years,
and we appreciate their loyal-
ty and support. We look for-
ward to being able to provide
them and their families with
exceptional service for the
next 25 years,’’ said Jazwins-
ki.
JFS Wealth Advisors, 1479
N. Hermitage Road, Her-
mitage. Phone: 724-962-3200
By Melissa Hogg
Marketing Administrator
Davevic Benefit Consultants
For many individuals and
businesses, 2011 was filled
with great uncertainty. One
of the most debated issues
was healthcare reform.
Do we need reform or
should the government leave
it to the private sector to fig-
ure out? Two private sector
insurance companies decid-
ed not to renew their con-
tract – we received many
anxious phone calls.
Davevic Benefit Consul-
tants Inc. will remain at the
forefront of important issues
that concern the public re-
garding healthcare. We are a
local resource and we have
the answers to the questions
you’ve been asking.
In addition to providing
health and ancillary products
for businesses, we also pro-
vide these services for indi-
viduals without employer
sponsored coverage. We
have Medicare experts who
provide private consultations
and seminars in our sur-
rounding counties to meet
the needs of
our seniors.
We offer
COBRA and
M i n i - C O -
BRA admin-
istration, flexible spending
accounts, health reimburse-
ment arrangements, and
health savings accounts. We
recently launched payroll
services as we saw the need
emerge in our area. Our pro-
fessional team of financial ad-
visors is available to counsel
individuals and businesses
on pension plans and individ-
ual retirement accounts.
With a staff of 18, we are
experts in the products and
services that we offer and
can better serve our clients
by finding creative cost cut-
ting solutions that other
agencies cannot.
In 2011 we m
ority to investiga
change in legi
would affect our
added services
them free to
making their job
the end of the da
our clients and
we can’t succe
them. We provi
and many other r
inform our clients
taking place in t
ture, and what
ing down the pik
Though there i
uncertainty for 2
one thing you ca
– Davevic Ben
tants Inc. has t
and solutions tha
More info: 7
or 800-854-4099.
E-2
THE HERALD,
Sharon, Pa.,
Sunday, February 26, 2012; HUBBARD PRESS,
Hubbard, Ohio,
Saturday, March 3, 2012 í
Outlook 2012
www.sharon
By Danielle Powell
For Anderson Coach & Travel
2011 marked a great year
at the Anderson Organiza-
tion. Both our tour and char-
ter departments welcomed
new and longtime friends
aboard our motorcoaches.
We won
the presti-
gious award
of Interna-
tional Motor-
coach Group
Operator of the Year, and
customers continued to rave
about our friendly, safe and
professional motorcoach op-
erators and tour directors.
We pride ourselves on our
quality safety record. Our
motorcoach operators and
mechanics are professionally
trained to keep our passen-
gers safe and our equipment
top notch.
Anderson Coach & Travel
moved to Greenville in 1948
as founders O.D. and Dot
Anderson began transporting
children to school at the
predecessor to the Reynolds
School District.
Today we remain in this
great community and thrive
under the leadership of sec-
ond-generation Doug Ander-
son, president, and Sue An-
derson Nicklin, vice presi-
dent.
“Our customers are the
reason we are here today.
Through their support we
have been able to grow our
business into a nationally-rec-
ognized leader in the motor-
coach industry,” said Nicklin.
In 2012 we celebrate our
75th year in business as co-
founder Dot Anderson cele-
brates her 95th birthday. We
are excited to mark our Dia-
mond Jubilee year with a
party in Branson, Mo. Our
guests will have an opportu-
nity to see great shows in
the Music Capitol and enjoy
the friendships made aboard
our deluxe coaches.
“There are two things you
can be sure you will receive
when you travel with Ander-
son, great customer service
and safe transit,” said Doug
Anderson. “Safety is our
number one priority to our
clients. We hold the highest
possible safety rating from
the United States Depart-
ment of Transportation, the
United States Department of
Defense and the Transporta-
tion Safety Excha
We look forwa
ing you with a s
el experience.
More informati
800-345-3435
www.GoAnderson
SUGAR GROVE TOWNSHIP
The
Outlook
A community
point of view
Anderson marks 75th, wins major award
An Anderson Coach & Travel motorcoach rests in front of the company’s Sugar Grove Township headquarters. Starting out as a
provider, the travel company has branched out over time and is celebrating its 75th anniversary this year.
HERMITAGE
GROVE CITY
The
Outlook
A community
point of view
Seminars, new website
mark JFS’s 25th year
Davevic there to help sort
medical benefits uncertain
The
Outlook
A community
point of view