Your Family’s Financial Future Needs More Than Hope.
It Needs a Strategy.
Financial Strategy Built Around You.
Tax-efficient. Market-protected. Personalized.
Because retirement should feel secure—not like a gamble.
I’m Ji Khalsa—your Family CFO.
This Isn’t Just About Money. It’s About Peace of Mind.
I help successful individuals and families turn income into lasting wealth using the same strategies top advisors use for their own portfolios—without high fees or market dependence.
After rebuilding my own financial future from a financial crisis myself, I made it my mission to give families the tools the wealthy have used for generations—like guaranteed income, tax-free growth, and smart legacy planning.
As your Family CFO, I help you pull all the pieces together—from investments and insurance to retirement income and estate protection—so your plan actually works in the real world.
I’m a Series 65-licensed Investment Adviser Representative with Acrylic Financial, LLC—a registered investment adviser—and a fiduciary under the Investment Advisers Act, legally required to act in your best interest and always put your needs first.
Meet Jeannie Pond, Your Family Protecton Strategist
Helping everyday people safeguard what they’ve built and prepare for a confident retirement
With decades of experience guiding pre- and post-retirees, Jeannie helps clients protect what they’ve built and create dependable retirement income—no matter their starting point.
She works alongside Ji to make financial planning simple, accessible, and tailored to real life.
Your Team Is Stressed About Money—And It’s Costing You
Give your team real tools, not just a 401(k) packet
Productivity drops. Absenteeism climbs. And even your best people are quietly panicking about retirement, debt, and rising costs.
Our free financial wellness workshops cut through the confusion and give your team real strategies they can use, in plain English
How We Can Help
Plan with Confidence, Not Guesswork
You’ve done the saving.
Now let’s turn it into a real plan—with protection, predictability, and purpose.
Protect Your Retirement Income
Stop relying on hope.
We help you create income that lasts a lifetime—no matter what the market does.
Reduce Your Tax Burden
You shouldn’t lose a third of your wealth to taxes.
We show you how to grow and pass on more with tax-smart strategies.
