Who We Help
Specializing in retirement planning for individuals age 50-plus, instead of trying to be all things to all people, allows me to focus all of my time, expertise and training on delivering a great experience for my clients.
Sleep On It
I really do not like high pressure sales tactics being used on me and I will never use them on you.
How We Help Retirement, Simplified
Retirement planning does not need to be complicated or confusing. I promise you it doesn’t!
One of the biggest complements I get is when a client tells me that I explain things so clearly and they completely understand what we are doing and why we are doing it.
Your Goals
Everything starts with me understanding exactly what you want your retirement to look like. With this information in mind we can begin the process of getting you where you want to go.
Financial Plan
Once I know what you want in retirement the next step is to build a financial plan that seves as our roadmap. We would never drive across country without a map and we shouldn’t invest out hard earned assets with out a clear plan about exactly what we are investing for.
Investments
Once we settle on a financial plan then, and only then, we can explore investment options. When it comes to investments I believe Simple Beats Complex and Customed Tailored Portfolios are the only way to go.
Tax Planning
If you have done a good job saving money for retirement, taxation may well be your biggest expense during the next phase of life. Through annual tax return reviews and on-going portfolio optimization we will strive to minimize your lifetime tax obligation. You have to pay the IRS what you owe, but you don’t have to leave them a tip!
About Us Forging A
Path Together.
Not only do I like working closely with my clients to design their retirements but I also very much like working with my teammates at Jenkins Wealth. As a team we work together to deliver on the promises we make. Click the button below to learn more about us.