The definition of Financial Planning is the process of determining how an individual can meet life goals through the proper management of financial resources.
A Certified Financial Planner® is the Gold Standard for Financial Planning.
Why are so many people finding themselves in a financial mess? Financial Planning is complicated. It is the one subject not taught in school. And, it is an ongoing process that not only needs an initial analysis of where you are today, but continual monitoring of your goals and how you will get there.
Estate Planning is also part of the financial planning process. I sat down with a client who, after they had established a trust with an attorney, had a $20,000,000 tax bill. The attorney didn't ask the right questions. With Jenco all of your documents are thoroughly evaluated and solutions are given to your personal financial situation.
Do you know how much income you will need to retire? Retirement is the biggest expense in our lives and most people not only don't have enough money to retire, but they also don't have any idea of when they can retire! You will need 80% of your current income at retirement. Where is that going to come from? Social Security, IRA's, 401k's, savings, property, collectibles. At Jenco Financial we help you answer that perplexing question.
Business Owners: Do you know all of the tax shelters available to you? We review current retirement plans, deferred compensation packages and business succession planning. You've worked years building your business.. you need to define and implement what happens next.