When You're With JEHM, You're With Family
Our Vision: Empowering Retirement Readiness for Individuals and Families
At JEHM Wealth & Retirement, we believe everyone deserves a confident and secure retirement. We partner with individuals and families to create custom plans that align with their unique goals and financial situations.
Who We Are
JEHM stands for Jennifer, Eric, Haley and Mallory, the four founding members of our team. We are a passionate group of experienced financial professionals with extensive knowledge in retirement planning, investment strategies, and insurance solutions.
Our Philosophy
Our approach to wealth management is rooted in trust, transparency and personalized guidance. We work collaboratively with each client to:
- Understand their financial goals and aspirations
- Identify potential risks and opportunities
- Develop a customized plan to achieve their financial goals
- Monitor and adjust their portfolio over time
What We Do
Our services encompass a wide range of financial planning and investment solutions, including:
Retirement Planning
- Personalized retirement analysis and roadmap
- Contribution analysis and optimization
- Investment portfolio management
- Income planning and distribution strategies
Investment Services
- Portfolio management for individuals and institutions
- Retirement account rollovers and migrations
- Fee-only planning and investment solutions
Insurance Solutions
- Comprehensive needs assessment and risk management
- Life insurance review and procurement
- Long-term care planning and annuities
Our Commitment
When you partner with JEHM Wealth & Retirement, you become part of our family. We are committed to:
- Providing personalized and individualized attention
- Offering clear and concise communication throughout the process
- Working in your best interests and putting your needs first
- Regularly reviewing and adjusting your plan to ensure it remains relevant and effective
Schedule your Discovery Visit today and take the first step towards a secure and prosperous retirement!
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