IMPROVE YOUR
RETIREMENT
Make smart choices about your
money–so that you can
accomplish your goals and enjoy life!
Create a plan that works
Retirement that can survive and thrive
You control your lifestyle
Getting hit by market uncertainty
and having to change my lifestyle.
I don't want the regret of underspending
and missing out, or overspending and running out.
How do I reduce the taxes on my
retirement and savings, and only pay what I must?
How do I protect my purchasing power
and lifestyle from the rising costs to live?
How do I pay for college in addition to,
not instead of a comfortable retirement?
Making Enough on My Money
Is my money in the best place for my plan
and goals, or do I have my money in the worst place?
Build a plan you understand and that actually
works so that you can make decisions with confidence.
Create a customized "Effortless Income" plan
so that you can lock in your lifestyle without regrets.
Properly allocate and coordinate your money
so that you get gratifying results and outcomes.
It's not about what you make it's about what you keep. Put a tax plan in place to keep more of your money.
Put a smart plan in place so that you can
pay for college and not sacrifice your retirement.
When it comes to creating a successful retirement plan, most people get stuck at a certain point and become frustrated, as they don't know what to do next or how to fix it. I will help you implement a proven system to break through and get your financial house in order.
The backbone of our retirement planning process is The Bucket Plan©, based on the nationally recognized book of the same name.
The Bucket Plan© is a step-by-step framework that ensures all factors of your financial life are coordinated and working together to maximize your wealth now and for years to come.
The Bucket Plan© enables you to:
Time-segment your investments and retirement income streams so that you can achieve your immediate, short-term, and long-term goals
Have a wealth plan you can actually understand so that you can implement the plan with confidence
Account for diverse financial circumstances and life situations so that you can stay on track to accomplish your most important goals
Our first step is a short call to get to know each other a little, see if we can potentially create value for you, and decide if we should talk further.
We'll discuss where you are now, learn about you, your goals, and your priorities, explain our services, how we work, and determine the next steps to take.
If we are the right fit, we'll guide you through our onboarding process to develop a customized plan, so that you can accomplish your goals and enjoy your life.
"As a former practicing engineer and general manager with a global energy company, I've been in your shoes trying to coordinate multiple advisors, or trying to figure it out on my own."
- E.J. Jaax, CFP®
Jaax helps bring clarity and simplicity to the financial planning process for individuals, families, and professionals who are preparing for retirement or have recently retired, so that they can experience the confidence they deserve, achieve their goals, and enjoy life.
E.J. is a CERTIFIED FINANCIAL PLANNER™ professional.
Jaax guides you through the process and never pushes any proprietary products... because we don't have any.
As a CFP® professional and an investment advisor with an independent Registered Investment Advisory firm, I am held to the Fiduciary Standard of Duty. I work for and advocate for you..., to do what is in your best interest.
Our experienced team of partners and subject matter experts have worked with a number of smart and open minded people just like you.
Contact Us Today To Begin Your Journey
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©2025 The E.J. Jaax Group LLC. All Rights Reserved.
Investment Advisory Services offered through Tactive Advisors LLC, an SEC Registered Investment Advisory Firm.
The E.J. Jaax Group LLC (dba Jaax Financial) and Tactive Advisors LLC are not associated entities.
CRD 5795958 / NPN 15947202 / TX 1645152