When You’re
With JEHM,
You’re With Family
We treat our clients like our own family, creating custom
retirement plans to help them pursue their dreams —
now and for generations to come.
Meet
Few things are more precious in life than our loved ones. We understand how important your family is to you because we know how important our family is to us.
You see, JEHM (pronounced "gem," like a precious stone) isn’t some random acronym. It stands for our family: Jennifer, Eric, Haley and Mallory.
Do you have a tax-efficient retirement strategy?
Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:
-Why your taxes might not decrease in retirement
-How "buckets" can help illustrate the impact of taxes on varying assets
-What required minimum distributions could mean for your tax bracket
Attend a Live Event
At JEHM, we believe knowledge is power. We host events that are designed to help you understand and overcome common financial issues that individuals and families often face during retirement.
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Take the First Step Today
You’ve worked a lifetime to build your net worth. Now, it’s time to enjoy retirement on your terms. Schedule a Discovery Visit today to learn how we can help you enjoy a Confident Retirement Life.