Your financial plan for retirement should be as unique as you are

We help our clients pursue a retirement that reflects their goals and dreams.

The JEHM Retirement Readiness Planning Process

At JEHM, we deliver sophisticated portfolio management, insurance services, holistic financial planning and personal relationships to help make sure you are ready to get where you want to go.

Through our Retirement Readiness Process, we help people answer numerous questions such as:

When can I retire?

What should I do with my 401(k), IRA, 457(b) or 403(b) account?

When and how should I file for Social Security?

How do I generate income and manage taxes in retirement?

"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

Find the Path That’s Right for You

Using our proprietary process, we start by analyzing your current financial situation during our initial, no-obligation Retirement Readiness Review visit. After a JEHM professional listens to your goals, dreams and priorities in retirement, they will be able to determine if there is value they can add to your unique situation.

Services We Offer

Retirement Income Strategies

Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

 

Wealth Management

We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

 

Annuities

There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

 

Investments

We can help you design an investment strategy that matches your risk tolerance and goals. 

 

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation.

 

Medical Insurance

Health care often represents a steep retirement expense. We can help protect you through Medicare Supplement and Medicare Advantage plans, short-term health insurance, dental, and vision plans.

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen.

 

Tax-Efficient Strategies

We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

 

IRA Legacy Planning

We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

 

FAQs

What credentials does your team have?

Our financial advisors are all Series 65 (or equivalent) licensed fiduciaries. Additionally, they each have their own additional designations, making them experts in helping guide their clients to financial success. You can find individual biographies for each advisor on our team page.

Is JEHM Wealth & Retirement limited to specific companies?

No. As an independent advisor firm, our preferred custodians for assets under management are SEI Investments & Fidelity. We believe that each investor is unique, and no single company is right for everyone. Our goal is to serve you by using the best tools and strategies available.

How do I schedule a time to visit with the team at JEHM Wealth & Retirement?

You can use our contact page to request a visit, or email info@JEHMwealth.com. Also, you can always give us a call at 864.527.0482 to schedule an appointment.

What should I bring to a Retirement Readiness Review?

While you are not required to bring anything to your first visit, it would be helpful if you brought the following:

  1. Most recent tax return.
  2. Most recent statement for all Investment accounts (brokerage accounts, 401(k) plans, IRAs, etc).
  3. Click here to download the Cash Flow Worksheet.
  4. Insurance policies (life insurance and/or annuities), if applicable.
What happens at a Retirement Readiness Review?

During our visit, we are simply looking to spend a little time getting to know you. We will look at your current financial situation, discuss what your goals and priorities are, and what concerns and challenges you might have that are holding you back. If we mutually decide JEHM is a good fit, we will discuss next steps.

What are my obligations after my Retirement Readiness Review?

There is absolutely no charge or obligation to you. If we both agree that we could add real value to your situation, we schedule the next steps.

Where is JEHM Wealth & Retirement located?

117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681

Our office is located in Five Forks on Woodruff Road, near the intersection of Batesville Road.

If you are coming from the Five Forks/Batesville Road area, we are located on the RIGHT, past the Firestone:
•Turn right at the Woodruff Place Office Park sign
•Take a right at Chapman Dental
•Take a left at Harrison Orthodontics
•We are the next building on your left (100 yards past the dental office)!

If you are coming down Woodruff Road from I-385, we are located on the LEFT, past the Woodruff Presbyterian Church:

•Turn left at the Woodruff Place Office Park sign
•Take a right at Chapman Dental
•Take a left at Harrison Orthodontics
•We are the next building on your left (100 yards past the dental office)!

What are your office hours?

Our offices are open Monday through Friday; 9 a.m. to 5 p.m. After-hours appointments are available by request.

Take the First Step Today

Take control of your financial future today, so you can enjoy retirement on your terms. Get started by scheduling a Retirement Readiness Review (RRR) visit or registering for an upcoming event.

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