Jeff Rattiner Financial Planning Fast Track Tax Wealth Management

CFP® Certification

As an advisor to advisors, Jeff Rattiner teaches an accelerated educational program called the Rattiner’s Financial Planning Fast Track©. This program satisfies the educational requirements of CFP® Board for candidates wishing to sit for the CFP® Certification Examination.
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Tax Services

The JR Financial Group has been providing tax advice and tax preparation for decades. In 2003, Jeff was honored as one of CPA Magazine’s CPA All Stars. With over 250 satisfied clients in several states, we hope you will allow us to serve you every year with your tax preparation needs.

Wealth Management

Rattiner Asset Management offers services in various investment and financial planning areas including retirement needs and investing, diversification of current assets and portfolios, and insurance needs. By educating our clients first, we encourage them to participate in the decision making process and then implement the plan resulting in success and satisfaction.

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Jeff Rattiner, CPA, CFP®, MBA, RFC

Please see our new policy regarding retaking classes.

The JR FINANCIAL GROUP, INC. family of companies provides the following services to financial advisors and consumers.

CERTIFIED FINANCIAL PLANNER DESIGNATION PREPARATION COURSE

Provided through Rattiner’s Financial Planning Fast Track®, Inc.

Accelerated boot camp training program designed to satisfy the CFP Board’s educational requirements to take the CFP® Certification Examination in only seven months.

TAX PREPARATION AND PLANNING SERVICES

Provided by Jeffrey H. Rattiner, CPA, CFP®, MBA, RFC.
Professional CPA tax services provided for individuals, LLC’s, partnerships, and corporations.

FINANCIAL PLANNING

Provided through JR Financial Group, Inc.
Professional financial planning services covering retirement, investments, estate, college, insurance, tax, divorce, cash flow, budgeting, and other disciplines for individuals, business owners, high net worth individuals, high wage earners and others.

WEALTH MANAGEMENT

Provided through Rattiner Asset Management, Inc.
Professional consultation, design, implementation and monitoring of your asset and investment portfolio.

CONSUMER WORKSHOPS

Provided through the Financial Planning Institute, LLC.
Consumer education workshops in all areas of financial planning.

JEFF RATTINER – AUTHOR

Purchase books and read articles from Jeff Rattiner, the author.

For more information, contact Jeff Rattiner at (720) 529-1888 or This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Last Updated ( Thursday, 03 July 2008 )