Now, more than ever, the key to creating the retirement lifestyle you want is a strategy that takes into account not just what we know about retirement in the future – but what we don’t know.
Grow your retirement nest egg with a level of asset protection for the principal you invest. It’s a way to participate in market gains with a level of protection against market drops. It's YOUR Retirement. Make it the one you want with the help of Jessop Retirement Planning Services.
We use a team of seasoned professionals where each professional specializes in their area of expertise. This approach provides you with the confidence that you will be receiving sound advice from very knowledgeable, experienced, and certified professionals. Our team of professionals include:
Our wealth management process is a systematic approach to designing and implementing your personal wealth management plan. You are the primary focus at each step of this process. Throughout your wealth management experience, our goal is to demonstrate our commitment to exceptional service. Our process involves the following steps:
Our interactive process starts with your personal discovery meeting, where we take time to listen and learn about what is important to you: Your values, goals, relationships, resources, current advisors, and interests. With this information, we create a total client profile that guides all future meetings.
Our interactive process starts with your personal discovery meeting, where we take time to listen and learn about what is important to you: Your values, goals, relationships, resources, current advisors, and interests. With this information, we create a total client profile that guides all future meetings.
You will then come back for an investment plan meeting where your individual plan is presented and explained in detail. This step is critical because it details your financial objectives, risk tolerance, investment methodology, and the strategy we will use to help you accomplish your goals. With this plan in place, it is easier to hold to your long-term goals because you know that even in the heat of a market downturn, a strategy is already in place to protect your future. Even though you may be ready to invest your money with us at this point, that decision won't be finalized until the mutual commitment meeting. This is because we want to make sure that we are working for your best interest and that you are comfortable with every step of the process.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
