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Managing Your Retirement Income Plan
Retirement Income Planning for Life after Work
School District Employees
Retirement Strategies for Your Needs
Understanding Your Benefits at Retirement
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.
Creating Real Life Strategies for Your Unique Needs
Orchestrating the Noise to Chart a Straight Course to Your Goals
Independent Advice for a Reliable Wealth Plan
Holistic Planning for Your Upcoming Retirement Needs
Multi-Modular Planning for Your Specific Needs
When You Just Need a Helping Hand with Getting Things Done
ad hoc services are offered on a flat fee or hourly basis depending on the service and time required.
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.
Get the answers you need to navigate Medicare with this information packet by Clicking Here email me at email@example.com or call me at 515-279-5867 for a Medicare review. There's no cost or obligation, just information designed to help.
* Jay Ennis, Focus Financial and Royal Alliance Associates, Inc. are not government entities or government employees nor are they affiliated with any government entity.
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.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job