The JEHM Confident Retirement Life 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 Confident Retirement Life 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."
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 Discovery 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
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.
Take the First Step Today
Are you aged 50 or older and retired or soon to be retired? We have experience working with clients just like you who’ve worked a lifetime to accumulate a nest egg of $250K or more and now are looking to enjoy retirement on their terms. Take control of your financial future today by scheduling a Discovery Visit or registering for an upcoming event.