NEXJENN

FINANCIAL SERVICES

Ready to Plan for Retirement?
It's never too late!

At NexJenn, we stand ready to help pre-retirees and retirees with personalized retirement planning.
Book a Call

Welcome to NexJenn Financial. Plan Your Future with Us.

FINANCIAL COUNSELING | RETIREMENT PLANNING | WEALTH MANAGEMENT | TAX & ESTATE PLANNING

Do you ask yourself:

* When will I be able to stop working?
* What happens if I run out of money?
* Have I waited too long to start planning for retirement?

If “yes,” contact us and start building an individualized plan to secure your retirement.

Schedule a Call Today

WHY NEXJENN FINANCIAL?

CPA®

TAX-CENTRIC FINANCIAL PLANNING
As a CPA, I understand how taxes impact your financial decisions. By integrating technical knowledge of income taxes with investment strategies, we provide critical tax-efficient financial planning. Tax filings, if needed, are handled by our partner firm, NexJenn CPA, Ltd.

CFP®

CERTIFIED FINANCIAL PLANNING Professional®
As a CERTIFIED FINANCIAL PLANNING Professional®, I have a commitment to high ethical standards and continuous education, ensuring your financial decisions are based on current, reliable knowledge. My training and experience is in developing a personalized financial plan aimed at achieving your long-term goals.

RICP®

WHAT IS A RICP®?
As a Retired Income Certified Professional®, I focus on retirement income planning for those nearing or in retirement, guiding clients on how to effectively use their accumulated assets to ensure a comfortable and financially secure retirement. Rather than focusing on asset accumulation, we specialize in managing and utilizing assets throughout retirement, while addressing questions about retirement readiness, housing, long-term care, and withdrawal strategies.

Fiduciary Duty

YOUR INTERESTS ALWAYS COME FIRST
As a CFP® Professional, I have a fiduciary duty to prioritize your interests, ensuring our investment advice is based on accurate, complete information and thorough analysis. As a Registered Investment Advisor, we adhere to a strict professional code of conduct, upholding a higher standard than mere suitability to ensure our advice is tailored to your specific needs.

Fee-Only

OBJECTIVE ADVICE WITH A TRANSPARENT FEE STRUCTURE
As a fee-only financial planner, we charge either a fixed fee or a percentage of assets under management, without any commissions from product sales. This structure ensures our recommendations are objective and free from conflicts of interest, as our income comes solely from client fees. We emphasize fairness and transparency, so you clearly understand and value the services we provide.

Financial Life Planning

PLANNING CENTERED AROUND YOUR GOALS AND VALUES
You are not a number. We recognize that you have dreams and a vision for your future which is why we seek to have a deeper understanding of your values, money fears and financial habits when working with you. We take the time to learn about you and fully understand your financial concerns and desires to ensure your plan is aligned with your life goals.
Schedule a Call Today

The NexJenn Difference...

At NexJenn, our goal is to address your immediate concerns while empowering you to navigate the challenges of retirement and life’s unexpected events. Over the past year, while helping clients plan for retirement, we’ve also assisted with matters such as inheritances, long-term care planning, and dealing with the loss of a loved one.
Need help with transitioning into retiremement? You’re in the right place. Let’s get started.
Schedule a Call Today

HOW WE WORK TOGETHER...

We Apply a Proven Process Through a Series of Consultative Meetings ...

Define Your Goals

We start by understanding your current financial situation and future aspirations through detailed discussions and analysis. We then prioritize these goals to ensure our planning is in alignment with your evolving needs and objectives.

Cash Flow Planning

We then evaluate your current income and expenses to ensure you can meet present financial needs while setting aside funds for future goals. By creating a detailed budget and forecasting future cash flows, we help you manage your finances effectively, ensuring that you have sufficient resources for both immediate and long-term needs.

Retirement Income Planning

Once we understand your current and future cashflow needs, we strategize on how to efficiently use your accumulated assets to provide a stable and sustainable income throughout retirement. This involves assessing various income sources, determining optimal withdrawal strategies, and ensuring that your funds will last as long as needed to support your lifestyle and goals.
Schedule a Call Today

Resources

DISCLAIMER

FORM ADV

PRIVACY POLICY

© 2024 All Rights Reserved.

Website by LBIngenuity, LLC.

5 Crucial Mistakes to Avoid in Retirement