Nearing or In Retirement
People Nearing Retirement and Retirees
Retirement Planning Services
Real-life strategies designed for hard-working people for a paved road to retirement.
See the lists below to view some of the financial planning services I've developed to get an idea of what you can expect.
Taking the Time to Understand You
Creating Real Life Strategies for Your Unique Needs
Language You Can Understand
Orchestrating the Noise to Chart a Straight Course to Your Goals
Proactively Working Toward Your Success
Independent Advice for a Reliable Wealth Plan

Comprehensive Retirement Income Planning
Holistic Planning for Your Upcoming Retirement Needs
- Health Care in Retirement
- Social Security
- Retirement Income
- Accessing Executive Benefits
- Stock Option and ESOP Strategies
- Estate and Legacy Planning
- And More Depending on your Unique Circumstances

Targeted Retirement Income Planning
Multi-Modular Planning for Your Specific Needs
- Health Care Planning
- Medicare Choices
- Retirement Goals
- Social Security
- Tax Planning
- Asset Allocation
- Income Investment Planning

Ad Hoc Planning Services for those Nearing Retirement
When You Just Need a Helping Hand with Getting Things Done
- Medicare Enrollment
- Social Security Enrollment
- Education Savings for Grandchildren
- State Pension Benefits
- Federal Retirement Filing
ad hoc services are offered on a flat fee or hourly basis depending on the service and time required.
Social Security
Family Stewards - Advice You can use
Get the answers you need to navigate Social Security with this information packet by Clicking Here
Email Me At Jennis@Focusfinancial.Com, Call Me At 515-279-5867 For Social Security Planning
There's no cost or obligation
Medicare
Platinum service for people in transition
Get the answers you need to navigate Medicare with this information packet by Clicking Here
email me at jennis@focusfinancial.com or call me at 515-279-5867 for a Medicare review
There's no cost or obligation

School District Employees
Educator's Analysis
- Retirement Accumulation
- Retirement Income
- Pension Options
- Social Security
- Healthcare in Retirement

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.
Answering the Financial Questions that Count
Do You have specific questions and don't know where to turn? 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 be at peace with your money.
There's no cost or obligation and you decide whether or not to continue to receive information.
Download the file and open it so you can complete it and email it back.
Click on the Informational Videos below to view them
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement