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I recently availed financial services from a company and had a satisfactory experience. The staff was helpful and guided me through the process. The website provided all the necessary information and was easy to navigate. Overall, I am satisfied with their services.
Jensley Financial, LLC: Your Trusted Partner in Retirement Planning
Are you a retiree who loves to travel? Do you want to make the most out of your golden years without worrying about your finances? Look no further than Jensley Financial, LLC – your trusted partner in retirement planning.
Based in Vancouver, WA, Jensley Financial is a boutique financial advisory firm that specializes in helping retirees achieve their financial goals. Led by our founder and principal advisor, John Jensley, we have been serving clients throughout the Pacific Northwest for over 20 years.
At Jensley Financial, we understand that retirement planning can be overwhelming and confusing. That's why we take a personalized approach to every client engagement. We work closely with you to understand your unique needs and goals and develop a customized plan that aligns with your vision for retirement.
Our services include:
Retirement Planning: We help you create a comprehensive retirement plan that takes into account all aspects of your financial life – from income sources and expenses to taxes and estate planning.
Investment Management: We design an investment portfolio tailored to your risk tolerance and investment objectives. Our team monitors the markets regularly and adjusts your portfolio as needed to ensure it stays aligned with your goals.
Tax Planning: We help you minimize taxes on both current income and future distributions from retirement accounts. Our team works closely with tax professionals to ensure all aspects of tax planning are covered.
Estate Planning: We assist you in creating an estate plan that ensures the smooth transfer of assets according to your wishes while minimizing taxes on heirs.
Social Security Optimization: We analyze various Social Security claiming strategies based on factors such as age, marital status, health status, etc., so that you can maximize benefits over time.
Long-Term Care Planning: We help protect against the high costs associated with long-term care by exploring options such as long-term care insurance or Medicaid planning strategies.
At Jensley Financial, our mission is simple – to help you achieve financial peace of mind in retirement. We believe that every client deserves personalized attention and a customized plan that aligns with their unique needs and goals.
Schedule a Free Review Today!
If you're ready to take control of your retirement planning, schedule a free review with Jensley Financial today. During this initial consultation, we'll discuss your current financial situation, goals for retirement, and how we can help you achieve them.
Don't let uncertainty about your finances hold you back from enjoying the retirement of your dreams. Contact Jensley Financial today and let us be your trusted partner in retirement planning!
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