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ADV Disclosures

JEHM ADV Part 2A
Eric ADV Part 2B
Jennifer ADV Part 2B
Chris ADV Part 2B
SIMC Form ADV Part 2

 

Privacy Policy

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Contact Us

Phone: 864.527.0482
Fax: 864.210.9847
info@JEHMwealth.com 

Our Location

117 Woodruff Place Circle, Suite A
Simpsonville, SC 29681

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Privacy Policy | Terms of Use | Disclosures | ADV Disclosures

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

JEHM Wealth & Retirement, LLC is a registered investment adviser in the state of South Carolina and Florida. The adviser may transact business in states where it is appropriately registered or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser before implementing any strategy discussed herein.

No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results.

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that JEHM Wealth & Retirement and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Insurance and annuities offered through JEHM Wealth and Retirement, SC and FL Insurance License #209866 and L094994. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way, to securities or investment advisory products or services.

The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Eric Lahaie, Jennifer Lahaie, or JEHM Wealth & Retirement is stated or implied.

For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

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