Problems we solve

We’re here to help you feel confident in your financial future.

Retirement Clarity Review

The world's awash with information, yet true insights are often hard to find. With our Retirement Clarity Review, we'll help you know where you stand and guide you on how to reach your goals. Here’s how it works:

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    Step 1: Schedule a Call

    Let's kick things off with a 15-minute call to see if we're a good fit for your needs.

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    Step 2: Discovery

    We'll dive deep into your goals, needs and concerns to understand what matters most to you.

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    Step 3: Strategy

    In this step, we'll assess your current financial situation, suggest areas for improvement and decide together whether to move forward or part ways amicably.

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    Step 4: Implementation

    Here, we'll start executing your new plan and strategically allocate your assets to ensure optimal results.

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    Step 5: Ongoing Client Solutions

    We'll be with you every step of the way, helping maintain your retirement lifestyle, making necessary adjustments and adapting your plans as you grow older.

Questions We Help Answer

Navigating your finances alone often creates more questions than answers. Our team is ready and eager to help you address your most pressing concerns, including:

What is the best way for me to draw income in retirement?

Will I be OK if my spouse dies?

When do I take a Required Minimum Distribution and how do I do this?

How will we pay to take care of mom and dad as they get older?

How and when should I claim my benefit?

Do my investments have the right amount of risk?

I don’t have plans for the money I have saved for retirement. How can I leave it to the kids?

What can I do to minimize my taxes going forward?

How will I pay for someone else to take care of me if I can’t care for myself?

Explore Your Financial Toolbox

Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.

Retirement Income Strategies

Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

Investments

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

Asset Preservation Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

Long-Term Care Strategies

For retirees, outliving good health can be both a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

We can also refer you to professionals who provide the following services:

  • Trusts

  • Probate

  • Charitable Giving

  • Estate Planning

  • Tax Planning

Insurance products are offered through the insurance business JL Perkins Wealth Management. JL Perkins Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by JL Perkins Wealth Management are not subject to Investment Advisor requirements. AEWM and JL Perkins Wealth Management are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. JL Perkins Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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