Nearing or In Retirement

Helping People Make Great Decisions About Their Personal Finances In Retirement

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

Using 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

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 Strategies
  • And More
Services and Pricing Menu
Targeted Retirement Income Planning

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

Services and Pricing Menu
Ad Hoc Planning Services for those Nearing Retirement

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 Employee Retirement Filing

ad hoc services are offered on a flat fee or hourly basis depending on the service and time required.

Services and Pricing Menu

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 with your questions about Social Security Planning.  

Schedule an Appointment to Learn More


Platinum service for people in transition

Get the answers you need to navigate Medicare with this information packet by Clicking Here email me at or call me at 515-279-5867 for a Medicare review.  There's no cost or obligation, just information designed to help.

Schedule an Appointment to Learn More
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 Osaic Wealth, Inc. are not government entities or government employees nor are they affiliated with any government entity.

Click HERE for Federal Employees page

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 HERE for Answering the Financial Questions that Count

Click on the Informational Videos below to view them

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

Thank you!