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Working and Family Years

Time-Challenged Professionals

Services designed to help you gain confidence with your money

Growing Family and Accumulation Years

Planning for the Multi-tasking Middle Years

Special Groups

Federal Employees, School District Employees

Helping People Make Great Decisions About Their Personal Finances

Working and Family Years Financial Planning Services

Working Years Comprehensive Planning

Working Years Comprehensive Planning

A Comprehensive Financial Plan that takes into consideration everything going on in your busy life

  • Budgeting, Debt Reduction and Wise use of Credit
  • Retirement, Education, and Financial Goals
  • Insurance and Family Goal Protection
  • Investment and Tax Efficiency Strategies
  • Estate and Legacy Planning
  • And More - Tailored to your specific needs
Services and Pricing Menu
Working Years Targeted Planning 

Working Years Targeted Planning 

Targeted Financial Planning for Wealth Builders to Grow the Family Tree

  • Debt Reduction and Financial Independence Strategies
  • College/Education Planning for Children
  • Cash Flow and Budgeting Strategies
  • Investment Management Services
  • Risk Management and Insurance Planning
  • Retirement Accumulation Planning


Services and Pricing Menu

The Financial Planning Process

I've been in this business a long time, in that time, I've developed a process for working with my clients designed to put them in the best position to succeed.

Asking Questions

Asking the right questions to get a picture of where you are today.

Understanding You

Getting a clear, complete and mutual understanding of what your goals are for the future

Assessment

How attainable are your goals, which goals are most realistic, which are your priorities?

Taking Action

Exploring what actions you need to take to get where you want to go and building upon the conversation over time.

Schedule a free, no obligation appointment

I Want to Learn more

Answering the Financial Questions that Count

Do you want to get answers to the financial questions that will impact you but don't know where to start?  Click on the link below to get a questionnaire.  There are a number of topics and life events listed to help you narrow your focus with answers designed to help you gain confidence with your money. 

There's no cost or obligation and you decide if you want to continue to receive information.

Download the file and open it so you can complete it and email it back.

Answering The Financial Questions That Count

Special Groups

Contact me about your unique benefits systems and discounted services if you are working in one of these "Special Groups" 

School District Employees

School District Employees

Educator's Analysis

  • Retirement Accumulation
  • Retirement Income Projections
  • Pension Income Options
  • Social Security Claiming Strategies
  • Healthcare Choices in Retirement


Click HERE for School District Employees page
Federal Employees

Federal Employees

Federal Employees

  • FERS/CSRS Annuity
  • FEHB for Retirement
  • FEGLI - Current/Retirement
  • Social Security and Medicare Choices and Enrollment
  • Long-Term Care Options

* Jay Ennis, Focus Financial and Osaic Wealth, Inc. are not government entities or government employees nor are they affiliated with any government entity.

Click HERE for Federal Employees page

Click on the Informational Videos to view them

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
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Contact Jay Ennis, RICP with Questions about Your Financial Planning Needs

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