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Retirement Focused Wealth Management

Retirement Focused Wealth Management

Helping individuals and couples approaching retirement put the pieces of their financial lives together.

Retirement Planning | Investment Management | Tax Planning | Social Security & Medicare Planning 

Fee-only. Fiduciary. 100% Remote.

Every relationship starts with understanding what's important to you.

We offer a Retirement Clarity Review™ for those seeking a better understanding of their retirement planning options and opportunities.

Watch below to learn more.

Click To Schedule Step #1 of the Retirement Clarity Process

Who We Serve

Helping Good People Plan for and Navigate Their Golden Years

Pre-Retirees

Pre-Retirees

We put the pieces to your retirement puzzle together with you. Retirement planning is the heart of what we do, it is common for people to find us when they are between the ages of 50-65, and looking for a retirement focused planner.

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Retirees

Retirees

If you're already in retirement, partnering with JRS can help ensure everything from your investments to your estate plan continues to be in alignment with your goals. You deserve to enjoy the retirement you have worked so hard for.

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Small Business Owners

Small Business Owners

As a small business owner, your personal finances and business are often closely connected. At JRS, we help business owners develop retirement plans, manage investments, and explore tax-efficient strategies while planning for life beyond their business.

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Busy Professionals

Busy Professionals

Healthcare Professionals work really hard and time is so important. That's where a partnership with JRS comes in. Our remote set-up and video communication allows for a collaborative planning process for those with busy schedules.

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How can we help?

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to see how we can help you meet your goals. A short call is all you need to get started.

Make an Appointment

Planning is Power

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, you might walk away from our initial conversation feeling enlightened and empowered to create the life you want.

There are no hard sales pitches and no strings attached when you schedule a call with JRS. Whether or not you decide to become a client, our goal is simple: to get to know you, understand your goals, and have a meaningful conversation that helps point you in the right direction.

Retirement

Putting the pieces of your retirement puzzle together with you.

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Financial Education

Leading with education so you can feel confident in your plan.

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Portfolio Management

Imploring a portfolio that minimizes taxes, costs, and unnecessary risks.

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Estate Strategy

Making sure your legacy matches your wishes.

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As Simple As 1, 2, 3

STEP

1

Discover

Understanding what truly matters to you is the foundation for building the right plan.

STEP

2

Implement

Through a collaborative process we'll implement your plan together.

STEP

3

Monitor

The only thing consistent in life is change, we will be there to provide clarity and guidance throughout life's various stages.

Have a question? Let us know and we'll be in touch.

JRS is here for you.

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