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
FAQs
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.
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.
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.
While you are not required to bring anything to your first visit, it would be helpful if you brought the following:
- Most recent tax return.
- Most recent statement for all Investment accounts (brokerage accounts, 401(k) plans, IRAs, etc).
- Click here to download the Cash Flow Worksheet.
- Insurance policies (life insurance and/or annuities), if applicable.
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.
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.
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)!
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
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 Retirement Readiness Review (RRR) visit or registering for an upcoming event.