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Retirement

Financial Planning

Are You Retirement Ready?

We can help you make smart choices

about your money–so that you can

accomplish your goals and enjoy life

Book a Call

CONFIDENCE

A proven retirement planning process

SENSE OF WELL-BEING

A retirement that can survive and thrive

TAX FREEDOM

Keep more of your money in your hands

Are you struggling with concerns about...

A Large Market Drop

Getting hit by a large market drop and not having time to recover?

Running Out of Money

Do I have enough, will I be okay, and what can I do about it?

Paying Too Much in Taxes

How do I reduce the taxes on my retirement and keep more of my money in my own pocket?

Keeping Pace With Inflation

How do I keep pace with inflation and protect my purchasing power from the rising costs to live?

Funding Healthcare Costs

How do I fund healthcare costs, handle a long-term event, and protect my loved ones from spend down?

Not Making Enough on My Money

Is my money in the right place for today's market, or do I have my money in the worst possible place?

Book a Call

Experience the Confidence You Deserve

A PLAN THAT WORKS

Build a plan you understand and that will actually work, so you can make decisions with confidence.

EFFORTLESS INCOME

We help you create your customized "Effortless Income" plan so you can lock in your lifestyle.

SMART GROWTH

Smart Growth is achieved when you have a well coordinated plan that gets your desired 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.

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 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

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, then 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 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®, Wealth Advisor

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.

We guide you through the process and never push any proprietary products... because we don't have any.

As a CFP® professional and an investment advisor with an independent Registered Investment Advisory firm, we are held to the fiduciary standard of duty. I work for you, and only you.