Trusted financial expertise rooted in Boca Raton, serving clients with integrity and precision.
4FINANCIAL LLC is a Boca Raton-based financial services firm founded by Jason Kahan with a clear mission: to make professional financial guidance accessible and actionable for individuals and businesses alike.
With deep expertise in financial planning, wealth management, and business advisory services, our team takes a client-first approach to every engagement. We believe that sound financial strategy is the foundation for lasting success — whether you are building personal wealth, managing a growing business, or planning for retirement.
We combine data-driven analysis with personalized attention. Every client receives a tailored financial strategy built around their unique goals, risk tolerance, and timeline. We do not believe in one-size-fits-all solutions.
From the first consultation to ongoing portfolio reviews, 4FINANCIAL LLC is committed to transparency, communication, and measurable results. We succeed when our clients succeed.
We operate with complete transparency and always put our clients' interests first.
Our team brings years of professional experience across multiple financial disciplines.
Every financial plan we create is tailored to the individual needs and goals of each client.