Working and Family Years

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

Consultation

An initial conversation online, by phone, or in-person to gather more information and define the relationship

Discovery

A conversation to learn what is important to you and assess your current financial situation.

Analysis

Analysis of your unique situation to develop strategies to help you pursue your goals and objectives.

Implementation

Execution, monitoring and tracking of your plan based on recommended strategies

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
  • Pension Options
  • Social Security
  • Healthcare 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
  • Long-Term Care Options

* Jay Ennis, Focus Financial and Royal Alliance Associates, 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

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.

CLICK HERE for Answering the Financial Questions that Count

Contact Jay Ennis, RICP with Questions about Your Financial Planning Needs

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Retirement Is Right Around the Corner

In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.



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