(210) 864-1915

IMPROVE YOUR

RETIREMENT

Grow, Access & Protect

Your Wealth

Make smart choices about your

money–so that you can

accomplish your goals and enjoy life!

Book a Call

CONFIDENCE

Create a plan that works

SENSE OF WELL-BEING

Retirement that can survive and thrive

KEEP CONTROL

You control your lifestyle

Are you concerned about...

Large Market Drops

Getting hit by market uncertainty

and having to change my lifestyle.

Running Out of Money

I don't want the regret of underspending

and missing out, or overspending and running out.

Paying Too Much in Taxes

How do I reduce the taxes on my

retirement and savings, and only pay what I must?

Keeping Pace With Inflation

How do I protect my purchasing power

and lifestyle from the rising costs to live?

College Cost Burden

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?

Book a Call

Experience the Confidence You Deserve

A PLAN THAT WORKS

Build a plan you understand and that actually

works so that you can make decisions with confidence.

EFFORTLESS INCOME

Create a customized "Effortless Income" plan

so that you can lock in your lifestyle without regrets.

SMART GROWTH

Properly allocate and coordinate your money

so that you get gratifying results and outcomes.

WIN THE TAX GAME

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.

BETTER COLLEGE FUNDING

Put a smart plan in place so that you can

pay for college and not sacrifice your retirement.

Book a Call

A Proven Approach to Building a

Better Retirement and a Better Life

Our Approach

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 the key elements 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

3−EASY STEPS TO GET STARTED

A Plan for Retirement Success and Confidence

1

Book a

30-Minute Call

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.

2

No Cost

Consultation

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.

3

Navigation and Destination

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.

Book a Call

Make Smart Decisions−we can help

"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.