Using their proprietary 5-Step Retirement L.I.F.E. Readiness Process, JEHM Wealth helps clients gain clarity on how to generate income to support them through retirement, can help protect their money from major losses in the stock market, hedge against inflation and future long term care expenses, fund financial emergencies, and move toward their desired legacy goals.
The Retirement L.I.F.E. Readiness Process incorporates a purpose-driven investment model that provides client-appropriate allocation to stocks, bonds, commodities, real estate, life insurance, and annuities so that they can move toward their financial goals on the most tax-efficient basis
Eric and Jennifer were born and raised in northern Michigan, then spent 21 years in southwest Florida before moving “halfway back” and settling in the beautiful Greenville area. Over their last 20 years in business, they have spent countless hours educating themselves through college and industry-specific courses, and they continue to meet, train, and share with retirement planners all over the country to ensure their strategies stay relevant for their clients. Both Eric and Jennifer graduated from the American College of Financial Services, hold the coveted RICP® (Retirement Income Certified Professional) designation, and are licensed for insurance and securities. Additionally, Eric holds his Certified Fund Specialist (CFS®) designation, and Jennifer holds her Certified Annuity Specialist (CAS®) designation. Eric and Jennifer have a natural instinct to educate and motivate their clients to make wise financial decisions toward their financial goals. They’re committed to operating under a fiduciary standard, and their membership in the National Ethics Association and the Better Business Bureau shows their desire to keep their clients’ interests ahead of their own.
Family and community involvement are important to the Lahaies. They have been actively involved with many community organizations, such as the American Heart Association, the American Cancer Society, Blessings in a Backpack, the Greenville Chamber of Commerce, and the youth educational system. In their spare time, Eric and Jennifer love to spend time with their daughters, Haley and Mallory. As a family, they love to hike, travel, and explore new places.
Our firm’s goal is for clients to enjoy their retirement with confidence, knowing they received unbiased, skilled advice based on the following: