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At Jensen Retirement Services, we believe that preparation today leads to a more prepared tomorrow. So, we’ve created four downloads to help you take control of your retirement journey. Download any or all of these resources to get a clearer picture of where you stand today and where you want to go.
Click the button and fill out the short form with your name and email to access your downloads. Then, if you’d like to talk through your results or start building a personalized retirement income strategy, schedule a complimentary consultation with us. We’re here to help you create the retirement you deserve.
Can you avoid the 6 common pitfalls that could derail even the best retirement strategy? Learn how small missteps, like underestimating expenses, mismanaging taxes, or misunderstanding Social Security, could turn into major roadblocks, and what you can do to stay on track.
A simple mistake on your beneficiary designations could cost your loved ones dearly. This checklist helps you quickly review your life insurance, retirement accounts, and other key assets to ensure your wishes are properly documented and up to date.
Just like a yearly health check-up, your finances need a routine review. This comprehensive checklist helps you assess everything from savings and investments to debts and emergency planning, keeping your financial health strong year after year.
Start strong by taking a financial inventory before you retire. This worksheet helps you gather all your assets, liabilities, and income sources in one place, which could help you and your financial professional create a secure retirement income strategy.
OUR SERVICES
At Jensen Retirement Services, we focus on empowering you through understanding and working with you to develop a personalized plan. Trust and clarity are at the heart of our process, ensuring you feel confident and informed at every step. We guide you in addressing the most critical areas of retirement to build a secure and purpose-driven future.
We help you create a reliable income plan that ensures your resources last throughout your retirement while adapting to life’s changes. Key considerations include:
Protecting and growing your wealth is essential for a secure retirement. We offer strategies that balance stability and growth, including:
Your legacy is more than assets; it’s about ensuring your wishes are honored and your loved ones are cared for. We help with:
Ensure your assets are distributed according to your wishes. Our strategies focus on efficient wealth transfer and minimizing taxes, helping you preserve your legacy for future generations.
Maximize your retirement income by reducing tax burdens with personalized approaches that fit your specific circumstances.
Fill out the form to get your complimentary copy.
Fill out the form to get your complimentary copy.
Fill out the form to get your complimentary copy.
Fill out the form to get your complimentary copy.