Our Values
RELATIONSHIPS MATTER
We understand financial decisions made today will impact our clients’ futures. As a result, we believe it’s imperative to create lifetime relationships so that we can monitor and modify our clients’ plans based on their life events. We believe this can only be accomplished through a relationship-driven culture in our firm.
FAMILY FIRST
Our belief in long-term relationships and our desire to start a family business motivated us to create JEHM Wealth & Retirement. Even our name shows how family is our priority: JEHM is an acronym for Jennifer and Eric and our daughters, Haley and Mallory.
OUR FAMILY TAKING CARE OF YOURS
Our vision is to be the last advisory firm our clients will ever need. We are committed to providing a warm, welcoming atmosphere where our client family will feel safe to discuss their most intimate financial matters. We encourage their family and friends to engage with us, so they, too, can share in this meaningful experience.
10-MINUTE READ
10-MINUTE READ3 Essentials for a Successful Retirement
By Jennifer Lahaie
Retirement is the longest vacation you will ever take. Unfortunately, many people spend more time planning a dream getaway than they do analyzing and charting all the details of their retirement.
This article outlines why it’s important to have a clear vision, an income distribution plan and a tax strategy when setting the table for your retirement. Click the link below to learn more.
TAKE THE CHALLENGE
How prepared are you for retirement?
The Checklist Challenge will tell us.
When it comes to your retirement, you don’t want to leave anything to chance. We don’t want you to, either.
Fill out this 34-point Checklist Challenge, which will measure your retirement readiness and help us understand how we can best serve your needs as you prepare to live the future you always envisioned.
Together we will examine:
Whether you’re taking an appropriate level of risk
How your assets and liabilities stack up
What gaps you may have in your current plan
Together let’s rise to the challenge — starting today!
ABOUT OUR EVENTS:
Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more.
Our Commitment to You We help our clients enjoy their retirement with confidence by offering unbiased, skilled advice
RELATIONSHIPS
FAMILIES
CARING
Ready to take THE Next STEP?
For more information about any of our products and services, schedule a visit today.
