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Now, more than ever, individuals are tired of financial advisors who aren’t 100% focused on their goals. JEHM Wealth & Retirement has a fiduciary responsibility to always place our clients’ interests ahead of our own.

We deliver sophisticated portfolio management, insurance services, personal relationships, and holistic financial planning.

FINANCIAL SERVICES OFFERED

  • Retirement Income Planning
  • Social Security Analysis
  • Pension Benefits Analysis
  • Evaluation of Current Investment Portfolio
  • Risk Capacity & Risk Tolerance Analysis
  • Investment Account Monitoring & Rebalancing
  • Professional Managed Accounts
  • Required Minimum Distribution Plans
  • Roth IRA Conversions
  • Spousal Protection Planning
  • Beneficiary Review
  • Long-Term Care Needs Analysis
  • Life Insurance Needs Analysis
  • Existing Life Insurance Policy Review
  • Existing Annuity Policy Review
  • Complimentary Notary Services
  • Tax Return Diagnosis*
  • Estate & Legacy Planning*

*JEHM Wealth does not provide tax or legal advice. Where applicable, the services of a tax professional and attorney will be required.

FINANCIAL TOOLS PROVIDED

  • Traditional & Roth IRA Accounts
  • Business Retirement Plans: SEP, SIMPLE, 401(k)
  • Risk-Based Market Investments
  • Customized Asset Allocation
  • Passive & Tactical Asset Management
  • WealthGuard™ Technology
  • Multiple Custodians, Including Fidelity Investments, TD Ameritrade, Charles Schwab, and FOLIO Institutional
  • Life Insurance: Whole, Indexed, Universal, & Term Policies
  • Critical Care & Accelerated Benefits
  • Long-Term Care Insurance
  • Immediate, Fixed, & Fixed-Indexed Annuities
  • Guaranteed Lifetime Income Annuities
  • Health Care & Wellbeing Riders
  • Death Benefit Riders
  • Variable Annuity Management Services
  • Final Expense Insurance
“The best way to measure your investing success is not by whether you’re beating the market, but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”

Benjamin Graham

Retirement Planning

Retirement Planning

Retirement planning is much more than how much you have saved or where to invest. It is about added peace of mind and knowing that your retirement is protected. We believe that five core areas need to be addressed to help you succeed in retirement: an income plan, an investment plan, a tax plan, a health care plan, and an estate plan. Our team focuses on finding the gaps in your plan and assisting you with creating a complete retirement plan.

Income Planning

Income Planning

Today, it is not unusual for someone to live into their 90s or longer. Planning for your nest egg to last 30 years or more is crucial for today’s retiree. What is ironic is that many retirees are trying to generate income from volatile investments. Our strategies are designed to provide predictable income that will last your lifetime and, hopefully, beyond.

Wealth Management

Wealth Management

If you are tired of watching your portfolio follow the roller coaster of returns brought on by traditional Wall Street wisdom, and if your wealth management advice consists of the words “hang in there,” then our wealth management team is a breath of fresh air. Our team follows strict fiduciary standards to provide a balanced approach to preserving and growing your assets. Be sure to ask us about WealthGuard™ and how it can be a safety net to help protect your assets from the next market correction.

Tax Planning

Tax Planning

Most of us have a tax preparer to help us with our tax returns each year, but very few of us have a tax planner to watch out for the taxes we could possibly avoid — today or in the future. At JEHM Wealth & Retirement, we have a team that can do both. Our goal is to help you create strategies that reduce the burden of taxation for you and your family.

Health Care & Long-Term Care Planning

Health Care & Long-Term Care Planning

Whether you need to plan for increasing health care costs or find a solution to protect your family from the potentially devastating expense of a long-term illness, our team is here to help. We have designed strategies to protect your savings and preserve your estate.

Estate Planning

Estate Planning

Our plans are designed with your needs and priorities in mind, including your wishes for after you are gone. Without a properly structured estate plan, your desires may not be fulfilled and your loved ones could face needless costs, taxes, and delays. Our estate planning team has the expertise to help you with your planning needs.

IRA Legacy Planning

IRA Legacy Planning

Our IRA legacy planning is designed to help successfully and efficiently transfer one of life’s biggest assets. This planning can be simple to implement, but mistakes can be devastating. IRAs have the potential to be a tax time bomb if not handled properly. We can teach you how to properly distribute your IRA so you can leave more to your family.

We are a provider of WealthGuard™, a simple, powerful early warning system that monitors all your investment accounts daily so that you can invest with added confidence, knowing there’s a plan in place to help protect your investments. Providing you with added peace of mind, WealthGuard securely tracks all your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts while keeping you focused on your long-term investment goals.

And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.

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